Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)
Sara Grillo
SEPTEMBER 26, 2022
JR: Yeah, it was just an anecdotal, an item, and I’d run into that too, to three times over the last few years and other advisors, and so I got put in touch with Jason’ Zweig and Jason… This is before they did the story, and he said, So do you think this is a pervasive problem in the industry?
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