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CFP Board in the News

Financial Planning Coalition Lobbies SEC to Broaden Fiduciary Standard

Jun 23, 2011

During a press conference Thursday, Marilyn Mohrman-Gillis,[Director of Public Policy and Communications at] the Certified Financial Planner Board of Standards, claimed that there is "really broad support" for the proposed expansion of the fiduciary standard, but she added that opposition has come from "insurance companies and especially NAIFA," a reference to the National Association of Insurance and Financial Advisors.

The SEC is currently considering a measure that, if adopted, would expand the fiduciary standard to all broker-dealers, stockbrokers and insurance agents, regardless of how they are compensated, requiring that all those who provide any kind of financial advice to individuals place the interests of the client first. Read more >

Financial Planning
Dave Lindorff
June 23, 2011

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