Daily Archives: June 11, 2014

When Your “Fiduciary” Isn’t

(Full disclosure: I am a CFP® professional and have been since 2009.  I believe that the CFP® designation is the base standard for financial planning professionals and feel strongly that clients should seek out a CFP® professional for their planning needs.) A few weeks ago the CFP® board hosted an online seminar for CFP® practitioners […]

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