Private Wealth Management Group
(800) 585-9888

New fiduciary registry will promote advisers who adhere to strictest guidelines by Ann Marsh in Financial Planning

Thu, Oct 20, 2016 at 11:30AM

New fiduciary registry will promote advisers who adhere to strictest guidelines by Ann Marsh in Financial Planning

A new fiduciary registry aims to counteract perceived shortcoming in the SEC and the CFP Board's fiduciary requirements by identifying the strictest fiduciary advisers nationwide.

"The practices are a way of demonstration what we are already doing" to the public and to clients, says Cannon, who has served on the institute's Best Practices board. "I believe that the mere presence of material conflicts is ultimately corrosive like salt water."

 

Read Full Article

 


Bookmark & Share



Popular tags on this blog

aarp | Bernanke | CFA | credit freeze | Daytona beach | Economy 2020 | Equifax | Federal Reserve | fee-only fee only napfa fiduciary firstrust daytona orlando atlanta | fee only financial investment advisor fiduciary | fiduciary | fiduciary find a financial advisor though questions to ask your financial advisor | file taxes | investment advisor financial planner | IRS | Off the cliff | Stimulus | stock crash | Tax changes | Tax Cuts |