Recently our Head of Licensee Services, Lyn Dixon, was featured in an article in the Professional Planner publication. She was consulted in conjunction … Licensees show mixed reaction to SOA replacements
Recently our Head of Licensee Services, Lyn Dixon, was featured in an article in the Professional Planner publication. She was consulted in conjunction with other professionals on the draft legislation to replace Statements of Advice with Client Advice Records.
Click here to read the full article in Professional Planner.
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Jasia Fabig expands on the notion of the "charter" and why it is both relevant and important to the world of financial services today.
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