In the News
Fiduciary vs. Financial Adviser: What’s the Difference?
CFP® professionals are obligated to act as fiduciaries when they give advice or provide financial planning. “They also have demonstrated competency in a range of other financial planning areas such as retirement, insurance, estate planning, investments, employee benefits and taxes,” says Joseph Maugeri, CFP®, Managing Director of Corporate Relations at CFP Board.
MarketWatchAlisa Wolfson
June 26, 2023