Ethics, Fiduciary Duty, Financial Advice and Retirement Planning

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

WiserAdvisor

NOVEMBER 21, 2022

One only earns the title of a CFP after years of rigorously studying, completing multiple standardized tests, gathering years of experience in the industry, and having a strong grasp of ethics. In addition to knowledge and experience, another noteworthy benefit a CFP brings to the table is that of being a trusted fiduciary.

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?

Insurance

Insurance Financial Advisor Retirement License

Financial Advisor Source

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

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

Webinars

Stay Connected