‘I feel like I’m just a number.’ Is it too much to ask my financial adviser for portfolio reviews at least 4x a year?
Need help working with your financial adviser or considering hiring a new one? Email questions to [email protected].
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CFP Board Marks Milestone Year, Topping 100K Certificants and Boosting Consumer Trust and Awareness
CFP Board's public awareness campaign achieved record-breaking milestones in 2024, significantly boosting recognition of and preference for CFP® certification. The results from independent research ...