There should be a consistent standard of care for everyone receiving financial advice and it should be in the clients best interest. Consumers need and expect financial planners to provide competent, holistic advice that takes into account the impact of that advice across a broad range of financial subjects (retirement, investment, tax, insurance, education, and estate planning) and is provided under a fiduciary standard of care.
Posted on: Tue, 21 Oct 2014 14:09:43 +0000