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Americans Want Best-Interest Standard for Rollover Advice: Report
CFP Board’s latest survey reveals that most Americans believe that one-time financial advice should be held to the fiduciary standard. This aligns with the Department of Labor's proposed retirement security rule, which “helps assure clients that they can trust their advisor to help them achieve their investment and retirement goals confidently and ethically,” says CFP Board CEO Kevin Keller, CAE.
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Financial Advisor IQAlex Padalka
March 14, 2024