CFP, Fiduciary Duty and Financial Consultant

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CFP

Fiduciary Duty

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Fiduciary Papers #13: Stockbrokers and Insurance Agents: The Use of Titles May Trigger Fiduciary Status Under State Common Law (and Now Under ERISA)

Ron A. Rhodes

DECEMBER 12, 2023

Can the use of a title – such as “financial planner” (or CFP) or “financial consultant” or “wealth manager” or “investment consultant” or similar – by the registered represent of…

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4 Financial Concerns High-Net-Worth Individuals Face

WiserAdvisor

AUGUST 8, 2022

For instance, you can hire a fiduciary. Fiduciary duty mandates the advisor to keep your interests ahead of theirs. Secondly, when hiring a financial advisor, look for their certifications to establish more faith. You can look for the following: Chartered Financial Analyst (CFA)). Certified Financial Planner (CFP).

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Fiduciary Papers #13: Stockbrokers and Insurance Agents: The Use of Titles May Trigger Fiduciary Status Under State Common Law (and Now Under ERISA)

4 Financial Concerns High-Net-Worth Individuals Face

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