Most of us say "thanks" without thinking.
Conversations with 20 of the nearly 500 wirehouse advisors who had inaccurately been calling themselves fee-only on the CFP Board website failed to turn up any who informed clients of the change in their compensation disclosure...
Insiders know more, are better prepared and generally more successful. Today's top advisors subscribe to our premium newsletter to ensure that they don't miss out the most important industry changes that are happening in real time. Starting at $8.95/Mo.