Soon advisors may be able to add a few more letters to the end of their name. The Investment Program Association is looking to create a new designation for advisors around direct investment products.
The IPA—which has 153 direct investment...
Advisors continually struggle in valuing their practice, with many placing too high a price on their practice. At the FSI Advisor Summit on Tuesday, Owen Dahl, president of The Dahl Consulting Group, said an advisor’s client makeup is a major...
