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

Sara Grillo

It was at that point Scott thought there had to be a better way for investors to obtain unbiased advice and low-cost access to the financial markets. That lead him to start Quest Asset Management, with the novel idea of putting investor interests first as a fiduciary, which was practically unheard of at the time.

CFP 59