Financial planning transparency is FINALLY upon us (whoo hooo!!!!!!!!!!!!)
Sara Grillo
JANUARY 9, 2023
The move to financial planning transparency is aflame! in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. Working with advocacy groups to influence policy, law and governance. For advise on such matters, contact a legal or compliance advisor.
Let's personalize your content