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.
NAPFA to Advisors: CFP Designation or Bust
NAPFA said Tuesday that it would only accept the CFP designation for people who applied to be NAPFA-registered financial advisors.
Shake-Up at CFP Board as Chairman, Two DEC Members Resign
After what looks to be violations of the CFP Board’s standards of professional conduct, Board of Directors Chairman Alan Goldfarb and two ethics panel members have resigned.