Financial advisor failed to disclose he had sued the organization his paper criticized
Earlier this year, a financial advisor published a paper purporting to find that his colleagues who had pursued accreditation as “Certified Financial Planners” (CFPs) were more likely to engage in misconduct. What the paper didn’t mention: That he had sued the CFP Board, the organization that offered that certification, and given up his own CFP … Continue reading Financial advisor failed to disclose he had sued the organization his paper criticized