Peter Lefferts

  • Universal Standards

    By Marie Swift  |  October 1, 2008

    In my last article, I relayed the startling statistic that by the end of this year, the number of non-U.S. CFP certificants will almost surely...

  • With a little help from my friends...

    By Staff Writer  |  July 1, 2008

    The advisors quoted in this two-part article were all very generous in providing insights to help others reach clients from minority backgrounds. I also owe...