AARP Wants Prospective Clients to put Advisors on the Record Reviewed by Momizat on . Financial advisors, more accustomed to fielding questions about fees or the stock market outlook from prospective clients, should get ready to also answer queri Financial advisors, more accustomed to fielding questions about fees or the stock market outlook from prospective clients, should get ready to also answer queri Rating: 0
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AARP Wants Prospective Clients to put Advisors on the Record

Posted date: January 30, 2018 In: QuickPress

Financial advisors, more accustomed to fielding questions about fees or the stock market outlook from prospective clients, should get ready to also answer queries about best interest or suitability standards.  This is, if state regulators and AARP have anything to say about it.

To read the full article in FinancialPlanning, click: AARP Wants Prospective Clients to put Advisors on the Record.

The National Association of Certified Valuators and Analysts (NACVA) supports the users of business and intangible asset valuation services and financial forensic services, including damages determinations of all kinds and fraud detection and prevention, by training and certifying financial professionals in these disciplines.

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