Weekend Studying For Monetary Planners (September 14–September 15) – Melissas Meals Freedom
Benefit from the present installment of “Weekend Studying For Monetary Planners” – this week’s version kicks off with the information that the SEC this week fined 4 RIAs for violations of its advertising and marketing rule associated to their claims that they provided ‘conflict-free’ monetary recommendation. Which implies that whereas many fee-only RIAs use the … Read more
