CFP Board, FPA Advocates Agree on Likely Timetable for DOL Fiduciary Rule
Marilyn Mohrman-Gillis, Karen Nystrom think it likely DOL rule will be out this year, but SEC fiduciary rulemaking prospects still cloudy.
CFP Board Touts ‘Amazing’ Boost in Brand Recognition
Annual $10 million in advertising paying off, says CEO Kevin Keller, with awareness of the mark among Board's target demographics now matching that of CPAs.
CFP Board Sanctions 2 More CFPs Over ‘Fee-Only’ Comp Status
CFP Board has issued public disciplinary actions against two CFPs for misrepresenting their compensation method as "fee-only."
Camardas Appeal CFP Board Case to Right ‘Grave Wrongs’
"The welfare of the profession, and of the client public” are hanging in the balance, the Camardas say.
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.