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Bridge over ocean
13 November 2012 Multimedia

Building a Better Investment Experience for the Client

  1. Paul Touchstone, CFA

Paul Touchstone, CFA, of Fort Point Capital Partners examines what tools are available for financial advisers, how advisers can be better stewards of clients’ capital, and what they can do to improve their practice management.

Paul Touchstone, CFA, of Fort Point Capital Partners examines what tools are available for financial advisers, how advisers can be better stewards of clients’ capital, and what they can do to improve their practice management.

CFA Institute Members Earn 0.5 PL Record PL credit Manage your Professional Learning credits