MEDIA REVIEWS - February 24-28, 2023
This month’s Advisor Perspectives lineup of articles includes a plea from Kimberly Foss that you start talking with clients about what it means to be a fiduciary, and help them understand that brokers and sales reps are not held to the same standard as RIAs. There’s a related article that looks at the CFP Board’s less-than-rigorous fiduciary requirement, which appears to be creeping slowly toward a more rigorous posture as quickly (or not) as