Financial Planners and Advisors Reveal in Industry Survey How They Are Weathering Financial Storm

Financial Planners and Advisors Reveal in Industry Survey How They Are Weathering Financial Storm
Over the past three years, my firm has done considerable research on the opinions held, and the strategies employed, by financial advisors. Our research covers a full range of RIAs and CFP® professionals. Most recently, to understand the effects of this watershed recession on financial advisors, I had my staff conduct a comprehensive survey during and following the NAPFA Practice Management and Technology Management Conference in Las Vegas in late October, 2008.