We need help figuring out how to equitably manage inheritances in a blended family. My two youngest children (former ...

A CFP is a fiduciary who is ethically bound to work in your best interest, while those who are not fiduciaries only have to follow a "suitability" standard. Fee structures can vary with both types ...

I am conservative and wary. I am 72 and have been a self-directed investor for 20 years. I have tried over the years to work with broker-dealers and the like, but the results were ...

Being a fiduciary means that they have a legal ... but still require their employees to meet certain standards, such as passing a CFP exam. Even with certified professionals, use the Financial ...

These serve as standards against which investment ... and three years of experience. CFP professionals must maintain a fiduciary duty to clients and demonstrate expertise across investment ...

For the November 2024 exam, the pass rate was 62%. CFP professionals are held to a fiduciary standard, requiring them to prioritize their clients’ best interests in all financial planning ...

“Whether you are a fiduciary has tremendous implications under the law for your obligations to [retirement investors],” Khawar told attendees at the CFP Board’s 2024 Connections ... saying they met ...

Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, announced strategic hires to enhance support for its nationwide community of ...

“Whether you are a fiduciary has tremendous implications under the law for your obligations to [retirement investors],” Khawar told attendees at the CFP Board’s 2024 Connections ... saying they met ...