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How To Keep Up With the Flood of New Investment Products
“Financial advisors who provide advice on investments need to stay current on new or emerging products, even if they don’t offer those products,” said CFP Board’s Managing Director of Corporate Relations Joseph Maugeri, CFP®. Maugeri explains how advisors can stay informed about all relevant products and fulfill their fiduciary duties.
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Financial AdvisorBen Mattlin
June 11, 2024