Weekend Reading For Financial Planners (Dec 17-18) 2022
CFO News Room
DECEMBER 17, 2022
But in the world of financial advice, there so far has been little regulation on advisor titles ( unless someone tries to call themselves an “investment counselor”, which ironically is still regulated under the Investment Advisers Act of 1940 ). And while Buffett was naturally gifted in math, he was initially scared of public speaking.
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