2min chapter

Retirement Answer Man cover image

Take Action Now for a Resilient Retirement

Retirement Answer Man

CHAPTER

Understanding Fiduciary Responsibilities of Financial Planners

This chapter explores the fiduciary responsibilities of Certified Financial Planners (CFPs), focusing on the updated standards since 2019. The discussion contrasts fiduciary versus non-fiduciary practices in financial advisement, highlighting the implications of commission-based versus fee-based services.

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