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Beyond that, however, obligating financialplanners to hire and train new advisors could create some unintended (and detrimental) consequences. Read More.
So as the summer season and summer vacations get underway, I hope that you find this suggested summer reading list of books for financialplanners 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.
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 ProfessionalServices to a Client. Sources: 1.
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