CFP Board to Tighten Oversight of Financial Advisers

Fiduciary plans

The Certified Financial Planner Board of Standards Inc. on Tuesday announced new measures to tighten its oversight of more than 85,000 stockbrokers, insurance agents and other financial advisers. The action followed a Wall Street Journal article that found that thousands of advisers with the coveted Certified Financial Planner designation listed in the group’s public directory… Continue reading CFP Board to Tighten Oversight of Financial Advisers