Ask the Ethicist: How can advisers most accurately describe their compensation to the CFP Board?
Not all advisers fit into the options the CFP Board provides to report their compensation. Dan Candura, founder of Candura Group, shares what an adviser should do if they don't fit neatly into the categories provided.
Not all advisers fit into the options the CFP Board provides to report their compensation. Dan Candura, founder of Candura Group, shares what an adviser should do if they don’t fit neatly into the categories provided.
