Financial Planning Research Highlights From The 2017 CFP Board Academic Research Colloquium

By Michael Kitces

From February 7^th through February 9^th, the CFP Board’s new Center for Financial Planning hosted their inaugural Academic Research Colloquium …read more

Source:: Nerd’s Eye View

Category: From the Corner OfficeBy Peter McGratty CFA April 5, 2017

Author: Peter McGratty CFA

http://www.pinnacleadvisorsolutions.com/

Peter is co-founder and Vice President of Strategic Partnerships of Pinnacle Advisor Solutions. With more than twenty years of experience in finance Peter is responsible for all aspects of the business including sales and marketing and business development.

Financial Planning Research Highlights From The 2017 CFP Board Academic Research Colloquium

Author: Peter McGratty CFA

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