The disclosure underscores the need for CFP Board to provide additional guidance to CFPs required to manage material conflicts.
Massachusetts is looking to enforce an industry-wide fiduciary standard within its own borders. Will other states follow?
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?
Deborah S. Bosley of The Plain Language Group has been recognized as a woman “leading the finance industry.”
Moisand Fitzgerald Tamayo, one of the Institute’s Real Fiduciary™ Practices Advisors, received the 2019 Trailblazer IMPACT Award™.
Dave Yeske, on the 50th anniversary of financial planning, notes its achievements and challenges in a balanced and thoughtful piece.