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Peter also joins us to co-host our upcoming webinar on The Art of Client Communication. Matt Reiner Reason to Follow: Expert in industry growth and evolution, shares through his podcast and media appearances Matt Reiner is a CFA, CFP® professional, and partner at Capital InvestmentAdvisors and Wela Strategies.
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I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investmentadvisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Salaske: What is an investmentadvisor?
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