09.18.25

CFP Board Says Legally Requiring All Advisors To Be Fiduciaries a Top Priority

by: Financial Advisor

The CFP Board has outlined six public policy priorities, emphasizing the legal requirement of fiduciary duty for all financial advisors. The initiative aims to ensure advisors act in clients’ best interests. Other priorities include expanding access to financial planning, enhancing retirement security, increasing consumer protections, promoting the value of financial planning and supporting nonprofit and certification sectors. CFP Board CEO Kevin Keller emphasized that these policies are intended to protect U.S. families, promote ethical financial advice and strengthen retirement security.

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