Dan Moisand, Principal of Moisand, Fitzgerald, and Tamayo and an Institute Real Fiduciary™ Advisor, will chair the CFP Board in 2023.
Institute and Industry Leaders
Carolyn McClanahan’s transition from being a physician to the financial planning industry. She calls for a better duty of care to the client.
Investor protection advocates want the Securities and Exchange Commission to revisit and revise its Form CRS.
The Institute proposed a redesigned Form CRS, which provides a side-by-side comparison of advisers and brokers.
A number of former regulators and current policy experts asked the Securities and Exchange Commission today to revise Form CRS.
Tobias Salinger’s 2020 article “A Question of Conflict” won a SABEW award in the Personal Finance category