The average CFP is an independent serving a client who earns between $50,000 and $99,000 a year and has a net worth of less than $500,000. Most times, that client was referred to the CFP, who offers a general menu of planning services.This...
More than ever, brokers are dealing with a very emotional commodity--people's futures. That was the message from PaineWebber CEO Don Marron to attendees at the September Securities Industry Association's retail management conference Sept. 16-17 in...