
Melvin Joseph on shortage of financial advisers for middle-class in India
Why Not Mint Money
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CFP and RIA Licenses - What Is the Status Quo?
RIA's need to clear these exams every three years. So RIA Association have they reached out to regulator to look into the matter or where is it stuck? I believe no new announcement has happened on this print since 2020 after those renewed regulations came in. There is no change in status quo is maintained because CFP is still scared of making it liberal as there was a lot of miscelling during their period. A lot of unethical things happened even with the RIA license. That is how CFP became very strict with this. They painted everyone with the same brush now. Anybody who is giving stock advisory, anybody giving only the union products as advisory and executing those all those groups
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