Camardas Amend Court Filing to Block Client List From CFP Board
The move comes shortly after the CFP Board filed a motion asking the Camardas to hand over client information, which raised questions about privacy rules.
FPA Honors Advisors for Work With Sick, Needy
The FPA recognizes two advisors, one for his work with the underserved Latino community and another for his work with cancer patients.
CFP Board Hires Loper to 'Strengthen' CFP Mark
John Loper will be director of corporate relations, playing a key role in encouraging top firms' "preference for and investment in CFP certification."
CFP Board Names Votava 2015 Chairman-Elect
G. Joseph Votava Jr. is currently CEO of Seneca Financial Advisors LLC, which has offices in Rochester, N.Y., and Washington.
FPA Steps Up Lobbying Game With First ‘Advocacy Day’
FPA is pushing for a user-fees bill and trying to "establish relationships" with lawmakers.
CFP Board Opens Enrollment for Computer-Based Exams
November will mark the first computer-based testing for CFPs; Board is also offering practice exams.
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."
SEC’s Lack of Fiduciary Action Is Hurting Investors, Advocates Warn
In a letter to the SEC, a coalition provides evidence that advice to retail investors under a suitability standard is harmful.
CFP Board Announces First AACSB-Accredited Ph.D. Program
The Ph.D. program will be "very rigorous because you’d get the Ph.D. in business with an emphasis on financial planning,” said CFP Board's chairman.
Americans’ Top Concern: Sex or Money?
A quarter of affluent couples say money worries affect their libidos, a survey finds.