What do investors want from advisors’ code of conduct? A survey conducted in 2016 by the CFA Institute offers an insight.
Another Look at CFP Board
Michael Kitces makes an important contribution to the discussion about how CFP Board should apply its fiduciary standard, in his recent blog post. In sum, Kitces urges CFP Board to abandon its approach of applying its fiduciary standard only when a certificant is doing financial planning, or material elements of financial planning, and instead apply […]