Author: Adam Van Deusen
Source
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the SEC has recently been cracking down on firms for recordkeeping failures related to electronic communications, including their use of text messaging with prospects and clients. Which could serve as a warning to firms toRead More…
The post Weekend Reading For Financial Planners (March 23-24) first appeared on Kitces.com.