CFA Institute Direct Marketing to Retail Clients
May 7, 2009 7:12 am
https://cfainstitute.org/aboutus/investors/adviser/index.html
It's been out for a few months, but I just noticed it. Thought that was interesting and likely to annoy the CFP BoS.Source URL:https://www.wealthmanagement.com/forums/general/cfa-institute-direct-marketing-retail-clients