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It’s not that important where your clients’ children go to college. What matters more is their teens’ mental health. Advisors can calm parents’ nerves.
You're looking at him. | OSTILL/iStock/Thinktock
While advisors and their clients may look closely at oil prices, interest rates or what’s happening in Greece to have a big impact on their portfolios, the biggest threat to an investment port...
No answer.
Clients would have to be crazy not to work with a CFP professional, right? Even the most extreme daredevils wouldn’t trust a non-CFP. At least that’s the message of a new advertising campaign by the CFP Board. The organization’s n...