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By Olivia Mellan |
May 22, 2012
More and more clients are looking for life solutions these days.
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By Olivia Mellan |
December 1, 2008
"Many of my clients have wealth that is newly made or created," says Lisa Kirchenbauer, head of Kirchenbauer Financial Management & Consulting in Arlington, Virginia....
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By Olivia Mellan |
December 1, 2008
I have seen how money ruins families," says Louise Marie Cole, CFP, principal partner of Heritage Group of Companies in Toms River, New Jersey, and...
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By Staff Writer |
May 1, 2008
At its January 17-18, 2008 meeting, the Directors of the CFP Board of Standards unanimously decided to delegate to the CEO the authority to "appoint...