The CFP Board said it would increase the frequency of how often it checks advisors for regulatory infractions, following revelations it failed to note the marks on public facing sites touting the credentials of thousands.
Sylvia Guinan and Robert Harty, both CDFAs, provide wealth planning in a growth area, divorcees over 40.
The Dallas-based investment management firm shared its outlook for how to differentiate and what financial advice will look like in the years to come.
Asking for help shouldn't be a leap of faith, plus support staff is often eager to take on new roles, said Caitlin Ulmer-Long.
