Why You Can’t Be ‘Three-Quarters of a Fiduciary’
Former SEC Commissioner Luis Aguilar’s comments reverberate more loudly today, as fiduciary rules at DOL, SEC and CFP Board come into focus.
FPA Names 3 Diversity Scholarship Winners
The awards will allow two CFPs and one Ph.D. candidate to attend the group's yearly conference in Nashville.
CFP Board Seeks to Impose 'Strengthened' Fiduciary Standard on All Advice
Proposal out for a 60-day comment period; Kitces wonders if board is prepared to enforce and discipline those not in compliance.
CFP Board to Make Advisor Arbitration Results Public
All CFP Board arbitration results will be made public, with advisors' names removed in most cases, starting Sept. 12.
Workers with a coach are more financially fit than the DIY crowd
The gender gap narrowed in 2015, thanks to women's high engagement in workplace financial wellness programs.
Helping clients understand fixed index annuities
Advisors must master the product details, but ultimately, the outcome to the FIA-buyer is straightforward.
Judge Dismisses Camardas’ Case Against CFP Board
The Board is pleased that the case was dismissed based on “deficient legal claims without the need for a trial,” stated CFP Board's Mohrman-Gillis.
More CFPs needed but board ‘won’t lower standards’: CFP board’s Keller
Board will foster growth partly through corporate partners; needs to ‘get its arms around’ robo trend.
Survey finds big differences in financial planning among Americans
Only one in five household decision-makers are comprehensive planners who take a methodical approach to financial planning.
Fewer than half of CFPs use social media professionally
Compliance and lack of time are among the reasons CFP professionals cited for not using social media.