"We agree with the need to strengthen the enforcement program," says CFP Board's CEO Kevin Keller said Tuesday, responding to a Wall Street Journal report that found thousands of CFP designation holders had customer disputes or criminal charges on their regulatory records.
Deal volume in the RIA space is up 30% from last year, and “valuations are at an all-time high," said DeVoe & Company, the San Francisco-based consulting firm and investment bank.
We’re interested in learning more about how advisors view online prospecting tools for lead generation, so we’re conducting a quick (and confidential) poll of advisors who have interesting views on the topic.
