Weekend Reading For Financial Planners (Dec 10-11) 2022
CFO News Room
DECEMBER 10, 2022
Though given that potentially conflicted practices such as ‘payment for order flow’ are a source of revenue for brokers, such regulation could portend a shift back to explicit transaction fees as they seek to maintain their top line. A four-step process that advisors can use to help clients who tend to overspend. Enjoy the ‘light’ reading!
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