What You Need to Know About Financial Advice as Policymakers Debate Changes to The Rules

CFP Board 2022 Chair Kamila Elliott, CFP® testified on behalf of CFP Board at the U.S. House Committee on Financial Services’ Subcommittee on Capital Markets hearing on the U.S. Department of Labor’s proposed retirement security rule, stressing the need for fiduciary financial advisors tailored to individual needs.

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