The Public Company Accounting Oversight Board is ... modernizing their standards. They have done that, and then they have been really focusing on AI as well. So I think that it's important to make ...

For example, to be a certified financial planner (CFP), you have to follow the CFP Board's Code of Ethics and Standards of Conduct, which includes acting as a fiduciary. The CFP's fiduciary ...

The criticism from the largest brokerages, investment banks and asset managers runs the other way from that of planners who ...