Nerd's Eye View
APRIL 4, 2024
Beyond that, however, obligating financial planners to hire and train new advisors could create some unintended (and detrimental) consequences. Read More.
Nerd's Eye View
JUNE 12, 2023
So as the summer season and summer vacations get underway, I hope that you find this suggested summer reading list of books for financial planners to be helpful… and please do share your own suggestions in the comments at the end of the article about the best books you've read over the past year as well! Read More.
eMoney Advisor
APRIL 6, 2023
Its Code of Ethics and Standards of Conduct states: A CFP ® professional must exercise reasonable care and judgment when selecting, using, or recommending any software, digital advice tool, or other technology while providing Professional Services to a Client. Sources: 1.
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