Clients may value certifications more than they understand them

T1Covered by 1 source · first reported by American Banker (headlines) at 27 Oct, 20:09 UTC

A new study by the Investments & Wealth Institute and Absolute Engagement shows many clients don't grasp what their financial advisors' certifications signify. That doesn't mean those marks are unimportant to them.

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Sources

• T1Clients may value certifications more than they understand themAmerican Banker (headlines)27 Oct, 20:09