Certified Financial Planner Board of Standards Inc.

09/16/2024 | Press release | Archived content

SEC Committee to Discuss Definition of Fiduciary Thursday

The Securities and Exchange Commission's Investor Advisory Committee will host a panel discussion on who must serve in the client's best interest on September 19, 2024. The panel will include Erin Koeppel, CFP Board's Managing Director of Government Relations and Public Policy Counsel.

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401(k) Specialist
Brian Anderson September 16, 2024