Thank you for sharing!

Your article was successfully shared with the contacts you provided.

Although the Consumer Financial Protection Bureau (CFPB) has not yet celebrated its second birthday, it already has developed a reputation for taking an eagle-eye focus on consumer concerns. Initially, the CFPB’s primary emphasis has been on uncovering consumer credit abuses and simplifying mortgage disclosures. But the agency recently took aim at the one area in the investment/insurance world where Dodd-Frank law granted it jurisdiction – issues affecting older Americans.

In late April, CFPB released a comprehensive 63-page report that is well worth every advisor’s time: Senior Designations for Financial Advisors: Reducing Consumer Confusion and Risk. Even if you don’t use one of the more than 50 senior designations the report catalogues, you will find useful information to share with clients including:

Complete your profile to continue reading and get FREE access to BenefitsPRO.com, part of your ALM digital membership.

Your access to unlimited BenefitsPRO.com content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Critical BenefitsPRO.com information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
  • Exclusive discounts on ALM, BenefitsPRO magazine and BenefitsPRO.com events.
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com

Already have an account?



Join BenefitsPRO

Don’t miss crucial news and insights you need to navigate the shifting employee benefits industry. Join BenefitsPRO.com now!

  • Unlimited access to BenefitsPRO.com - your roadmap to thriving in a disrupted environment
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com
  • Exclusive discounts on BenefitsPRO.com and ALM events.

Already have an account? Sign In Now
Join BenefitsPRO

Copyright © 2022 ALM Global, LLC. All Rights Reserved.