Trone: Review of CFP Board's Fiduciary Standard

3ethos CEO Don Trone published an article for reviewing the CFP Board's new Code of Ethics including how their "fiduciary" standard for certifications compares.

Fiduciary is organic, and will evolve as new case law, products, strategies, and research come into view. This is why fiduciary standards should be based on principles and best practices, as we did with Ethos. Fiduciary standards based on complex disclosures and rules – such as those found in Roadmap – are going to cause more harm than good.

Read Don's criticism of CFP Board's new standards at

#iris #fiduciary #dontrone #cfpboard

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We inspire and engage key decision-makers who serve in critical leadership roles. Our research and training programs are focused on the intersection between leadership, stewardship and governance.


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