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In the News

What Is a Fiduciary Advisor?

By CFP Board Ambassador Scott Ward, CFP® October 24, 2024 U.S. News & World Report

The concept of fiduciary advising has a complex history. Key principles include a duty of care — understanding clients' financial goals and applying diligence — and loyalty, which involves avoiding conflicts of interest. CFP Board CEO Kevin R. Keller, CAE emphasizes that CFP® certification signifies rigorous training and a commitment to always act as a fiduciary, a crucial factor consumers should consider when choosing a financial advisor.

Read more at U.S. News & World Report

U.S. News & World Report
CFP Board Ambassador Scott Ward, CFP®
October 24, 2024