Here’s a question from a podcast listener:
On a recent episode of TCAF (Ep. 171 with Harvey Schwartz) you and Josh mention how wealth management has drastically changed over the last ~20 years specifically citing that CFP candidacies are at record highs while CFA candidacies are at record lows. Knowing you and Ben are both charterholders, what do you think of this trend and how would you suggest a young person co…
Note: All content linked on this site is owned by their respective authors or publishers. We do not claim ownership of any third-party content displayed. Links are curated automatically via RSS feeds for informational purposes only, and we do not endorse or take responsibility for the content. Please use discretion when visiting external sites. We are not liable for any content, damages, or issues that may arise from using the links provided.
The best news in VC, delivered every day!