‘Meaningful Changes’ to CFP Standards Proposal May Come Soon: Aikin
The head of the board of directors of the CFP Board said those changes could be decided at its November meeting.
FPA, CFP Board Formalize Their Collaboration
The stronger collaboration is designed to benefit the organizations, the financial planning profession and the public.
CFPs Believe They Have a ‘Competitive Edge’: Survey
The survey finds that 88% agree that a "fiduciary standard is appropriate for all financial service providers."
Does It Really Matter Whether Clients Pay for Financial Planning?
Many of the products or services that we buy in our daily lives come with something that doesn’t appear on the final bill.
CFPs Lack Clarity on Board’s New Standards, FPA Says
The Board’s proposed changes "do introduce numerous new questions and concerns," says CFP Michael Kitces.
CFP Board’s Proposed Fiduciary Standard: Too Weak, Too Strong or Just Right?
Two CFPs and Knut Rostad discuss the proposed revisions to CFP Board's Standards of Conduct.
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, FPA agree on likely timetable for DOL fiduciary rule
The final DOL fiduciary rule, regardless of its exact shape, will likely be implemented next year, says Marilyn Mohrman-Gillis of the CFP Board.
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.
New Hire Roundup: Horan Goes to Chilton, Pan Moves Up at SEC, CFP Board Gains Myers
This week in new hires, Timothy Horan moved to Chilton Private Clients, with a team of four; Eric Pan joined the SEC; Roger C. Myers, Jr. was named CFO at the CFP Board; and Neuberger Berman added four new wholesalers.