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Once the deal closes, Broadridge’s Matrix subsidiary will become one of the largest independent service providers of custodial and sub-custodial solutions with about $420 billion in assets under administration and more than 118,000 plan accounts...
At the request of members, the new plan for the Financial Planning Association's restructuring will allow chapters to maintain their legal status and autonomy.
There are five roles on the career path to becoming a financial planner: analyst, associate advisor, service advisor, lead advisor and partner, according to the CFP Board.