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Daniel Moisand elected 2022 CFP Board chair-elect
The Florida adviser is on deck to become the group’s chair in 2023.
The one thing that matters most to clients during a crisis
It’s not whether you’re an adviser or a broker. It’s not whether you’re fee-only or fee-based. It’s not the designations after your name, or even whether you’ve taken a fiduciary pledge. What clients care most about during a crisis is whether you can be trusted.
CFP Board changes governance practices
In a move to enhance oversight of the credentials, new rules strengthen the board’s ability to enforce code of ethics and standards
