A prominent RIA firm is the first to announce it is joining a new registry of the strictest fiduciary firms in the country created by the Institute for the Fiduciary Standard.
Moisand Fitzgerald Tamayo is headed by Dan Moisand, a former FPA president who was also a CFP Board disciplinary official.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access