Tagged in: CFP


Sourcing a financial planner

When one thinks of their money and how it is managed, they often focus on one metric — how well it has performed in the financial market. A recent survey reveals that another factor also determines if someone is satisfied with their investment firm: their financial advisor. The study points out that there are two factors beyond investment performance that separate firms with high levels of satisfaction from those with low satisfaction levels: the person who investors credit for the performance Read more [...]