The Charlotte Business Journal is now surveying for the 2016 Top 25 Lists of financial planning firms. On the 2015 List, the top five responding firms had almost $40 million in assets under management locally. See a copy of last year’s list here. The details: Who qualifies? Financial planning firms with an office in the Charlotte region When was the survey sent? Wednesday, Feb. 10 When is it due? Friday, March 4 When will it be published? As of this writing, The Lists are scheduled to publish…
from Charlotte Business News - Local Charlotte News | Charlotte Business Journal http://www.bizjournals.com/charlotte/blog/top_25_list/2016/02/calling-all-financial-planning-firms-cbj-list.html
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