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Fiduciary Advocates Press CFP Board for Specifics on Standards Changes by Mark Schoeff

Tue, Aug 22, 2017 at 1:25PM


Most of the approximately 77,000 CFP's in the United States aren't registered investment advisers, Mr. Rostad said.  Advisers already must adhere to a fiduciary standard, while brokers, such as those at wirehouses, which have many CFPs are governed by a less-stringent suitability standard.


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