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How To Keep Up With the Flood of New Investment Products

By Ben Mattlin June 11, 2024 Financial Advisor

“Financial advisors who provide advice on investments need to stay current on new or emerging products, even if they don’t offer those products,” said CFP Board’s Managing Director of Corporate Relations Joseph Maugeri, CFP®. Maugeri explains how advisors can stay informed about all relevant products and fulfill their fiduciary duties.

Read more at Financial Advisor

Financial Advisor
Ben Mattlin
June 11, 2024