- Sarah Fallaw
- March 9, 2017
- Announcements, News
Where do you fit? Where do your services fit in the world of financial planning, investment management, and wealth advisory services? Are you a planner, an advisor, or an investment manager? Or all of the foregoing? The landscape of financial advisory services is evolving, and finding a descriptive and accurate category for your service and role is becoming more challenging. We’re having the same challenge here at DataPoints. We’re forging something of a new …