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CFPs Lack Clarity on Board's New Standards, FPA Says

Melanie Waddell | ThinkAdvisor, August 2017
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Summary: While fiduciary advocates applaud the Certified Financial Planner Board of Standards’ revised standards of conduct — specifically for expanding the scope of a CFP’s fiduciary duty and moving the industry toward a profession — they say the Board must clear up some ambiguities, and even seek more comments, before adopting the plan.

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