The terms fiduciary and fee-only are not interchangeable. Knowing the difference ensures investors get the advice and the ...
Financial planning groups will try to mend a rift over how to determine who is a fee-only investment adviser at a meeting in Chicago this week. The gathering of the leadership of the Financial ...
As financial planning groups wrestle to define fee-only advisers, some NAPFA members might be out of CFP Board compliance. The rift could be healed next week.
The Government and the Australian Securities and Investments Commission (ASIC) need to clarify the definition of what represents a "fee" and what represents a "cost" in Product Disclosure Statements ...
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