Should CFP Board Settle Camarda Case? My Argument and the Board’s Response
Is it time to settle the case quietly, before it goes to trial? I say yes, but the CFP Board chairman begs to differ.
CFP Board to Investigate CFPs for Inaccurate Comp Disclosure
Chair Ferrara says Board will compare public information with Board website listings to identify inconsistencies, starting with CFPs who call themselves "fee only."
How to Break Impasse Over CFP Board’s Comp Disclosure Rules
With the CFP Board seemingly unwilling or unable to clarify its compensation disclosure rules, the FPA or another group should prod the Board into action.
Are the CFP Board’s Comp Disclosure Rules Meaningless?
A look at the changeable, curious and contradictory rules of the CFP Board on compensation disclosure.
The Problems With the CFP Board’s ‘Three Buckets’ Approach
It’s time for the Board to recognize that the fundamental starting point for all types of compensation disclosure should always be what clients actually pay.
Jeff and Kim Camarda Talk About Their Suit Against the CFP Board
A conversation with the plaintiffs provides a new perspective on the ongoing "fee-only" issue and raises new questions about the Board’s handling of the case.
Tip of the Iceberg? How the Camarda Lawsuit Challenges the Profession
The consequences of the suit, focusing on "fee-only" and "related parties," could be dramatic for both the CFP Board and the entire advisory profession.
It’s Time for CFP Board to Apologize to Alan Goldfarb
It turns out there are potentially thousands of CFPs who aren't fee-only, but the Board’s amateurish reaction to the revelation provides fuel to its critics.
And Now, the Rest of the Alan Goldfarb Story
New revelation raises questions about rushing to judgment, CFP Board’s right to regulate its own designation and doing the right thing for the wrong reasons.
Salary Removal: The Truth Behind Advisor Compensation
Clients don't need to know “how their advisor gets paid.” They need to know how they're paying their advisor.