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Moisand Helps Amplify CFP Board’s Voice In Fight For Fiduciary Advice

By Mark Schoeff January 16, 2024 Investment News

“I don’t see how you build the profession on any standard other than the fiduciary standard,” said CFP Board 2023 Chair Dan Moisand. Moisand concluded his term by testifying for CFP Board in support of U.S. Department of Labor's proposed retirement security rule.

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Mark Schoeff
January 16, 2024