Nerd's Eye View
SEPTEMBER 25, 2023
Gradually, CFP Board also raised the ethical standards for CFP professionals, introducing a fiduciary standard on financial planning in 2008 and, in 2020, an expanded fiduciary standard that applies whenever the certificant is giving financial advice.
Inside Information
JULY 31, 2022
Currently there are no minimum standards for competency or ethics for those professing to be financial planners. I’m meeting all the highest ethical standards. Just like medicine or dentistry, law or accounting, this profession is a noble one, and it deserves respect. I’m delivering high quality plans to my clients.
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Brown Advisory
JUNE 12, 2017
Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. annualized compared with 6.9%
Brown Advisory
JUNE 12, 2017
Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. annualized compared with 6.9%
Sara Grillo
SEPTEMBER 26, 2022
I mean, how is the CFP Board even going through a process of due diligence, again, innocent till proving guilty in the sense when they have all kinds of disclosures, but at the same time, they’re publicly reprimanding 40 people, 80 people, whatever the number is, in a given year, out of the tens of thousands. Salaske: Right, now.
The Big Picture
DECEMBER 14, 2022
MCCARTHY: I’d back up actually a little bit further in thinking about how did I get there, because I don’t think it was very obvious actually that I would come out of Yale with an ethics, politics and economics degree — RITHOLTZ: Perfect really, right? MCCARTHY: — and end up in M&A on Wall Street.
The Big Picture
JULY 4, 2023
And number two, it may interest you to know, here are four or five different funds in the same situation. These are big numbers. When you compare it to law, to medicine, to — RITHOLTZ: Centuries, right. WEINSTEIN: Okay, so medicine, law, consulting, those industries have now over 50% women. RITHOLTZ: Wow.
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