David Prosser Personal Finance Editor
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SoFi Partners with Top Athletes for “Give Her Credit” Campaign Navy Federal Credit Union Launches cashRewards Plus Card Bilt Adds 2 New Transfer Partners Including First 3:2 Transfer Rate Singapore-Based FinTech Surfin Raises $12.5 Million
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Navy Federal Credit Union Launches cashRewards Plus Card Bilt Adds 2 New Transfer Partners Including First 3:2 Transfer Rate Singapore-Based FinTech Surfin Raises $12.5 Million Search Search Submit Get the Latest News Delivered to Your Inbox ...
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"Clients need to understand that's really beside the point. Financial planning is not synonymous with investment advice," Blayney says.Think of your planner as your "financial coach," Blayney says, "a generalist who can put all the pieces together." This can mean bringing in a money ...
The decision as to whether to seek advice can be critical. If you do choose to seek advice, carefullychoose the right professionalfor the job, and you should be on your way to a betterfinancial plan. If you decide to go it alone, remember if at first you don't succeed, you can try...
The CFP Board states "At all times when providing financial advice to a client, a CFP®professional must act as a fiduciary, and therefore, act in the best interest of the client." The board clarifies three duties that must be met: (1) duty of loyalty, (2) duty of care, and (3...