Nerd's Eye View

SEPTEMBER 25, 2023

Gradually, CFP Board also raised the ethical standards for CFP professionals, introducing a fiduciary standard on financial planning in 2008 and, in 2020, an expanded fiduciary standard that applies whenever the certificant is giving financial advice.

CFP 246

CFP Financial Planning Planning Certification 246

Inside Information

JULY 31, 2022

Currently there are no minimum standards for competency or ethics for those professing to be financial planners. I’m meeting all the highest ethical standards. Just like medicine or dentistry, law or accounting, this profession is a noble one, and it deserves respect. I’m delivering high quality plans to my clients.

Financial Planner 45

Financial Planner Financial Planning Ethics CFP 45

The Better Letter

MAY 30, 2024

Such “protests” confirm that an alarming number of students and their professors are unwilling to take up Wallace’s challenge by questioning their assumptions, exercising self-awareness and judgment, and rejecting default intolerance and arrogant certainty, even though universities ought to be the best of places for doing so.

Education 89

Education Numbers Medicine Ethics 89

The Big Picture

JULY 4, 2023

And number two, it may interest you to know, here are four or five different funds in the same situation. These are big numbers. When you compare it to law, to medicine, to — RITHOLTZ: Centuries, right. WEINSTEIN: Okay, so medicine, law, consulting, those industries have now over 50% women. RITHOLTZ: Wow.

Management 147

Management Recruitment Numbers Banking 147

Brown Advisory

JUNE 12, 2017

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. annualized compared with 6.9%

Investing 52

Investing Investments Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. annualized compared with 6.9%

Investing 52

Investing Investments Ethics Taxes 52

Sara Grillo

SEPTEMBER 26, 2022

I mean, how is the CFP Board even going through a process of due diligence, again, innocent till proving guilty in the sense when they have all kinds of disclosures, but at the same time, they’re publicly reprimanding 40 people, 80 people, whatever the number is, in a given year, out of the tens of thousands. Salaske: Right, now.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59