The disclosure underscores the need for CFP Board to provide additional guidance to CFPs required to manage material conflicts.
Advisor News
Massachusetts is considering its own investor protection rule. Brokerage and insurance groups oppose it
Massachusetts is looking to enforce an industry-wide fiduciary standard within its own borders. Will other states follow?
How Financial Planning Can Become a True Profession
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?
Women Leading The Finance Industry: Deborah S. Bosley
Deborah S. Bosley of The Plain Language Group has been recognized as a woman “leading the finance industry.”
Moisand Fitzgerald Tamayo Wins Prestigious National Award
Moisand Fitzgerald Tamayo, one of the Institute’s Real Fiduciary™ Practices Advisors, received the 2019 Trailblazer IMPACT Award™.
“Happy 50th Anniversary, Financial Planning Profession” by Dave Yeske
Dave Yeske, on the 50th anniversary of financial planning, notes its achievements and challenges in a balanced and thoughtful piece.