Ethics Challenge hosted by the CFA® Societies of Florida
FirsTrust's own Chris Cannon serving as chairman, organizer and Master of Ceremonies
Tag: CFA
Yikes! Clients still don’t trust their advisors, CFA Institute finds (as seen in financialplanning.com)
….In an industry where members often talk of acting as a fiduciary in the best interest of their clients, most investors still believe that their advisors fail to fully disclose conflicts of interest and the fees they charge, a new survey by the CFA Institute finds.