Updated Monday, July 28, 2014 as of 8:39 PM ET
Practice - Regulatory/Compliance
Many Wirehouse CFPs Did Not Tell Clients They Weren't Really Fee-Only
by: Ann Marsh
Thursday, February 6, 2014
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Conversations with 20 of the nearly 500 wirehouse advisors who had inaccurately been calling themselves fee-only on the CFP Board website failed to turn up any who informed clients of the change in their compensation disclosure.

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