The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.
Dimensional Fund Advisors investors pursue dimensions of higher expected returns through advanced portfolio design, management, and trading.
The low cost index mutual fund leader.
The U.S. Securities and Exchange Commission’s new improved investor web site is chuck full of information for investors.
The Committee for the Fiduciary Standard seeks to ensure that all investment and financial advice be rendered as fiduciary advice and meet the requirements of the five core fiduciary principles.
The Consumer Financial Protection Bureau (CFPB) is a 21st century agency that helps consumer finance markets work by making rules more effective, by consistently and fairly enforcing those rules, and by empowering consumers to take more control over their economic lives.
The Consumer Federation of America has a great paper, The Need for a Fiduciary Duty Standard for All Financial Advisers . They also have a link to the Cutting through the Confusion brochure about the various types of investment service providers.
This non-profit site developed by the State of California helps you navigate the complex, overwhelming and costly issue of long-term care. We offer an honest, straightforward look at the facts, the costs and the emotional challenges of long-term care, while weighing real world solutions.