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CFP Board survey: Americans want financial advice to be in their best interest insurancenewsnet.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from insurancenewsnet.com Daily Mail and Mail on Sunday newspapers.
CFP reminds members of the differences between fiduciary and best interest insurancenewsnet.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from insurancenewsnet.com Daily Mail and Mail on Sunday newspapers.
Share this article Share this article WASHINGTON, Feb. 3, 2021 /PRNewswire/ CFP Board announced today the appointment of William A. Nelson, J.D., LL.M., to the newly created position of Assistant General Counsel. William is returning to CFP Board after four years of service as Public Policy Counsel from 2013-2017. In this new role, William will be responsible for assisting the General Counsel with the development of standards, including CFP Board s Code of Ethics and Standards of Conduct, Sanctions Guidelines, Fitness Standards and Procedural Rules. He will assist the General Counsel with the development of guidance materials concerning the Code and Standards, including formal guidance materials and responses to individual requests for guidance. In addition, he will provide assistance with the adjudication of alleged violations of the ....