Weekend Reading For Financial Planners (Nov 5-6) 2022
CFO News Room
NOVEMBER 5, 2022
Why the torrid pace of RIA mergers and acquisitions activity seen in recent years could slow down in the current market and interest rate environment. Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. Pundits continue to expect “SECURE 2.0”
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