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In the News

What Is a Fiduciary Advisor?

By CFP Board Ambassador Scott Ward, CFP® August 27, 2025 U.S. News and World Report

The article explains what it means to be a fiduciary advisor, noting that the Investment Advisers Act of 1940 requires advisors to put clients’ best interests first and focus on their financial priorities. CFP Board CEO Kevin Keller, CAE adds that what sets the more than 106,000 CFP® professionals apart is their obligation to act as a fiduciary.

Read More at U.S. News and World Report

U.S. News and World Report
Scott Ward, CFP®
August 27, 2025