Posted by Joe Bert, CFP®, AIF® There were dozens of breach of fiduciary duty lawsuits filed, settled and adjudicated in…
Posted by Joe Bert, CFP®, AIF® Many of us are likely familiar with the accounting world’s Rules v. Principles ethics…
Posted by Joe Bert, CFP®, AIF® The "Suitability Standard", yet another ERISA-based mystery. Let me endeavor to decipher this…
Posted by Joe Bert, CFP®, AIF® At Certified Financial Group, we live by a simple rule: act in the best…
Posted by Joe Bert, CFP®, AIF® At Certified Financial Group, we don’t see it as the firm’s goal to be…
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