Opinion: 403(b) Vendor Reps and The CFP Designation
403b.substack.com
The CFP is being used as bait. Note to reader: I've chosen to redact the name of the company that I'm writing about for two reasons. The first is that this company has a history of threatening lawsuits against financial advisors who write about them negatively and second, I honestly don't believe this company stands alone, most of the commission-based vendors in the 403(b) space have similar or worse conflicts of interests that their CFPs will face.
Opinion: 403(b) Vendor Reps and The CFP Designation
Opinion: 403(b) Vendor Reps and The CFP…
Opinion: 403(b) Vendor Reps and The CFP Designation
The CFP is being used as bait. Note to reader: I've chosen to redact the name of the company that I'm writing about for two reasons. The first is that this company has a history of threatening lawsuits against financial advisors who write about them negatively and second, I honestly don't believe this company stands alone, most of the commission-based vendors in the 403(b) space have similar or worse conflicts of interests that their CFPs will face.