Guide Helps CFPs Advise on Rollovers While Staying True to Their Fiduciary Duty

CFP Board has released its Guide to Applying the Fiduciary Duty to Rollovers, a new resource to help CFP® professionals provide rollover recommendations while meeting their fiduciary obligations and adhering to CFP Board's Code of Ethics and Standards of Conduct. CFP Board CEO K. Dane Snowden said the guide offers practical direction for helping clients make informed decisions about retirement assets that may represent decades of savings and have long-term financial consequences.

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