Asset Allocation, Fiduciary Duty and License

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

WiserAdvisor

NOVEMBER 21, 2022

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. Equally important for sustaining their license is the professional conduct of the CFP, which is subjected to great scrutiny by the Board.

Certified Financial Planner

Certified Financial Planner Financial Planner CFP Financial Planning

Transcript: Gretchen Morgenson

The Big Picture

JUNE 20, 2023

It had been prevented, had been barred from that before because of this fiduciary duty idea and also because of the opacity of these instruments. Or should this be kept out of private asset allocators’ hands? The Labor Department under Donald Trump did open the door for private equity to get into 401(k)s.

Insurance

Insurance Healthcare Retail Medicine

Financial Advisor Source

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

Transcript: Gretchen Morgenson

Webinars

Stay Connected