Tag: fiduciary standard
Bar-Or’s “Play to Prosper”-post #1
I’ve elected to do my book reviews a little differently. In the past I’ve waited until I completed a book before I recorded thoughts and excerpts that I found interesting. The problem with this approach is that it is very time consuming because I save all the work for the end. Therefore, from now on [...]
Posted: March 8th, 2011 under Book Reviews.
Tags: fiduciary standard, play to prosper, scope of financial planner's work, what does a financial planner do?, yuval Bar-Or
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New financial bill lacks fiduciary standard
Brent Hunsberger’s column in this weekend’s Sunday Oregonian touched on the fact that the new financial overhaul bill fails in implementing the fiduciary standard of care for money managers. It also talks about the CFP(R) designation for which I just completed my exam (Brent and I were classmates at University of Portland). Here are a [...]
Posted: July 28th, 2010 under Personal Finance.
Tags: CFP(R), fiduciary standard
Comments: none