Certified Financial Planner Compliance Financial Advice Government 
Sara Grillo
SEPTEMBER 12, 2022
.” It brings to light the fundamental question of the role that institutions play in client outcomes, whether those institutions are truly putting the interests of the retail investor over those of their members, and the delicate balance between governance standards and the oppression of individual autonomy.
Sara Grillo
SEPTEMBER 26, 2022
Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space. I hope you’ll at least join my newsletter about financial advisor lead generation. Grillo: Next question. www.cfp.net.
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