Remove Advertising Remove Certified Financial Planner Remove Financial Guidance
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Transcript: Karin Risi, Vanguard’s Chief of Strategy & Product

The Big Picture

Jack Bogle certainly was out in the industry and vocal, but at the firm level, you’re right, we didn’t do a lot of advertising. So I read a crazy stat that in the state of Pennsylvania, if you are a certified financial planner, 93% odds that you work for Vanguard is, can that possibly be correct?

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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

The advertisements that they produce that says that anyone can call themselves a CFP. It’s baffling to me because actually, the only people who can really do… [unintelligible] anyone can say they’re a financial planner?

CFP 59