Judge Says CFP Board ‘Followed Its Own Rules’ in Disciplining Camardas
The judge said there was no evidence that the CFP board had been motivated by bad faith or ill will.
How to Stop Clients From Ruining a Vacation Home Purchase
Sarah Halpin of Wells Fargo says that when a client wants to buy a vacation home with friends, the experience can become a huge headache.
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.
CFP Board Names Ameriprise’s Mike Greene as Chair-Elect
Greene will become Board chair in 2016; replaces Joe Votava, who resigned in March.
Marv Tuttle: FPA’s Guiding Light—The 2015 IA 35 for 35
Marv Tuttle reared the Financial Planning Association through its childhood and adolescence—and its seminal lawsuit against the SEC.
What’s Best for Clients Is All We Need to Know
Some want to confuse the fiduciary debate, but in the end—and the beginning—it's all about acting in the best interests of clients.
Toward a Workable Fiduciary Standard for Brokers: The 7 Questions
To tell if brokers are really acting like fiduciaries, ask these seven questions about a client's portfolio to check for possible broker abuses.
As the Need for Retirement-Minded Advisors Grows, Differentiation Is Critical
Have you positioned yourself for success? The job market is only becoming more competitive for financial advisors.
The 2015 IA 35 for 35
These advisor advocates, investors, politicians and thought leaders have stood out over the past 35 years and will influence financial services for decades to come.
Evaluating Young Financial Planners
Earlier this spring, I visited four CFP Board-registered university programs to ensure we are sourcing the best available talent for the firms we represent.