October is National Financial Planning Month — Watch CFP Board Chair Liz Miller on GMA & Download the Toolkit
In the News
A Crypto Report Challenged the CFP Board. Don’t Bet on It Changing Anything.
CFP Board General Counsel Leo Rydzewski says, “the fiduciary duty is sufficiently broad to cover all types of investments, and the Code and Standards does not single out any specific type of investments.”
RIA IntelHolly Deaton
January 28, 2022