Tuesday, July 25, 2006
Certified Financial Planners May See Stricter Rules
The group that grants the Certified Financial Planner credential proposed for financial advisers new rules that embrace a tougher client-care standard.
The Certified Financial Planner Board of Standards, based in Denver, put forth changes to its ethics code and practice standards that would require advisers to assume a "fiduciary" obligation to clients unless the adviser and client agree to a different standard.
Certified Financial Planners May See Stricter Rules
Source: Wall Street Journal (subscription required)
The Certified Financial Planner Board of Standards, based in Denver, put forth changes to its ethics code and practice standards that would require advisers to assume a "fiduciary" obligation to clients unless the adviser and client agree to a different standard.
Certified Financial Planners May See Stricter Rules
Source: Wall Street Journal (subscription required)
Permalink posted by armandn @ 7:55 AM 
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