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Fiduciary Institute Unveils First Class Of Best Practices Advisors
Abacus Planning Group is on the Chairman’s Council that created the Best Practices for the Institute of the Fiduciary Standard. “These Best Practices summarize better than anything I've seen the way that we want to show up in the world as financial professionals,” said Abacus’ Jon Robertson, a financial advisor in Columbia, S.C. who is also among the first class of Best Practices Advisors. “There are many advisors out there where it might be a little bit of a reach for them to be able to say that they do all of these Best Practices but there’s plenty of time for advisors to change their practices to fully embody these affirmations.”Read the full article on fa-mag.com
Article Source: Financial Advisor
« Back
Fiduciary Institute Unveils First Class Of Best Practices Advisors
Abacus Planning Group is on the Chairman’s Council that created the Best Practices for the Institute of the Fiduciary Standard. “These Best Practices summarize better than anything I've seen the way that we want to show up in the world as financial professionals,” said Abacus’ Jon Robertson, a financial advisor in Columbia, S.C. who is also among the first class of Best Practices Advisors. “There are many advisors out there where it might be a little bit of a reach for them to be able to say that they do all of these Best Practices but there’s plenty of time for advisors to change their practices to fully embody these affirmations.”Read the full article on fa-mag.com
Article Source: Financial Advisor
« Back
Fiduciary Institute Unveils First Class Of Best Practices Advisors
Abacus Planning Group is on the Chairman’s Council that created the Best Practices for the Institute of the Fiduciary Standard. “These Best Practices summarize better than anything I've seen the way that we want to show up in the world as financial professionals,” said Abacus’ Jon Robertson, a financial advisor in Columbia, S.C. who is also among the first class of Best Practices Advisors. “There are many advisors out there where it might be a little bit of a reach for them to be able to say that they do all of these Best Practices but there’s plenty of time for advisors to change their practices to fully embody these affirmations.”Read the full article on fa-mag.com
Article Source: Financial Advisor