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Do we need five standards of care? If we are "Putting the client's interest first" then we are carrying out the other standards of care. Correct? Bob Florian
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The FPA Fiduciary Task Force identified five standards of care that a financial planner should be held accountable to: Putting the client's interest first Acting with due care and utmost good faith Not misleading clients Providing full and fair disclosure of material facts Fairly manage all conflicts...
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