2015, CFP, Ethics and Fiduciary Duty - Financial Advisor Source

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2015

CFP

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Fiduciary Duty

The Importance of a Certified Financial Planner (CFP) for Your Financial Planning

WiserAdvisor

NOVEMBER 21, 2022

This is where a Certified Financial Planner (CFP) can step in. This article will discuss who a CFP is, their credentials, what they do, and when to hire one. Unlike the average investor or other financial professionals, a CFP is a licensed expert in areas like estate planning, taxes, retirement, insurance, and investment planning.

Certified Financial Planner

Certified Financial Planner Financial Planner CFP Financial Planning

Should you die and go to hell before selling an annuity?

Sara Grillo

NOVEMBER 14, 2022

Do advisors breach fiduciary duty when they fail to recommend annuities? Should those with only insurance licenses that allow them to sell annuities and/or life insurance be held to the same “fiduciary standard” as Registered Investment Advisers (RIAs) with the SEC or state regulators? About Gary Mettler.

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Insurance Financial Advisor Retirement License

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The Importance of a Certified Financial Planner (CFP) for Your Financial Planning

Should you die and go to hell before selling an annuity?

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