Remove CFP Remove Financial Guidance Remove Portfolio Management
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Transcript: Karin Risi, Vanguard’s Chief of Strategy & Product

The Big Picture

So we can, we can attract talent in the CFP ranks from multiple 00:25:59 [Speaker Changed] Spots. So, so I have to ask you, you are working at this giant shop and you say, I know, let’s build an RIAA registered investment advisory firm that’s a fiduciary within a giant asset manager. So it’s possible.

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

Sara Grillo

In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?

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