Clients of CFPs staying the course
Most certified financial planners say their clients are staying the course, but a significant number say clients are shifting strategies and reviewing their financial goals in the midst of this financial crisis, according to a study released today.
Most certified financial planners say their clients are staying the course, but a significant number say clients are shifting strategies and reviewing their financial goals in the midst of this financial crisis, according to a study released today.
The study from the Washington-based Certified Fi
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