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Fiduciary vs. Financial Adviser: What’s the Difference?

By Alisa Wolfson June 26, 2023 MarketWatch

CFP® professionals are obligated to act as fiduciaries when they give advice or provide financial planning. “They also have demonstrated competency in a range of other financial planning areas such as retirement, insurance, estate planning, investments, employee benefits and taxes,” says Joseph Maugeri, CFP®, Managing Director of Corporate Relations at CFP Board.

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Alisa Wolfson
June 26, 2023