Nearly five years ago, the Certified Financial Planner Board of Standards Inc. became a pioneer in the financial services industry by doing something so simple and obvious that it is hard to see why other organizations didn't do it first.
So what was this trailblazing act that not only provides investor protection but helps financial services professionals' own businesses? We put a marker down and said that CFP® professionals — when providing financial planning services — have to adhere to a fiduciary standard or, more plainly, put their clients' interests first. Read more >
Kevin R. Keller
October 9, 2011