The loose term for collections of planners getting together based on any number of shared characteristics or goals can take many forms and provide a lot of value.
A recent survey of 280 financial advisors from the online estate platform Trust & Will found that while almost all believed in encouraging estate plans, many had yet to develop their own.
To help Ohioans navigate the process of selecting the right financial adviser, the Division of Securities is offering clear guidance to make sure the adviser’s financial expertise matches with your ...