Credit Suisse alum recrosses pond, joins Fidelity Trust as VP and investment officer
Author RIABiz May 10, 2017 at 2:49 PM
Brooke Southall
August 9, 2009 — 11:43 PM
No sooner had I claimed that mainstream media is finally taking a stab at delineating financial advice than I found this column [link below] in a local SF paper. Say what you like about reporters but we’re quite attuned to what is on readers’ minds.
Two years ago can you seriously imagine ink being used to explain the difference between all these designations??
http://www.examiner.com/x-16341-San-Antonio-Personal-Finance-Examiner~y2009m8d8-Types-of-financial-advisors-and-their-designations
