Byline: Jim Grote The adage "Think globally, act locally" that's so familiar to many causes and professions is poised to resonate in the planning profession, one proselytizing industry veteran says. Dan Moisand, CFP, a principal with Moisand Fitzgerald Tamayo in Melbourne, Fla., has been ...
Read this article at PRACTICE PROFILE: Global Perspective; A Former FPA Chairman Believes an International Viewpoint Can Help Advisors Cope Better with Regulatory Burdens
Read this article at PRACTICE PROFILE: Global Perspective; A Former FPA Chairman Believes an International Viewpoint Can Help Advisors Cope Better with Regulatory Burdens