The disclosure underscores the need for CFP Board to provide additional guidance to CFPs required to manage material conflicts.
A first-of-its-kind opinion survey released by the Institute for the Fiduciary Standard for the ‘Friends of Jack’ reveals Jack Bogle’s principles are fixed in the American mind.
The CFP Board has made an important step in addressing material conflicts. Can it shadow President Kennedy’s pledge – and get to the Moon?
by Ron A. Rhoades, JD, CFP®
There are many prerequisites to becoming a true profession. Have we satisfied those requirements? And if so – do we desire to take the next step – seeking true status as a profession through legislation?
The Northwestern Mutual disclosure is a case study that underscores that CFPs need greater guidance.
Deborah S. Bosley of The Plain Language Group has been recognized as a woman “leading the finance industry.”