A Financial Planning Christmas Carol
In his day, Lynn Hopewell was among the most prominent financial planners in the country, having served on the CFP Board and as editor of the Journal of Financial Planning.
TD Ameritrade Endows Director of Financial Planning for Texas A&M
Nathan Harness, currently an assistant professor of finance at TAMU, will step up to the position of TD Ameritrade Director of Financial Planning.
New Hire Roundup: John Mendez Nominated to Be SIPC Chairman
In another personnel move, Craig Anzlovar has joined Pioneer Investments as fixed income client portfolio manager.
Why Disclosures Don't Work
Most retirement plan participants have no clue how much they're paying in fees, despite DOL's fee transparency rules. So why should brokers' disclosures work better?
More CFPs Needed but Board ‘Won’t Lower Standards’: CFP Board’s Keller
Board will foster growth partly through corporate partners and needs to “get its arms around” the robo-advisor trend, CEO Kevin Keller says.
Why the FPA Can’t Win in the Broker Market
It’s hard for me to believe that FPA’s scanty record on CFP advocacy is the reason membership is falling while the number of CFPs rises.
Could FPA’s Waning Power Lead to Its Untimely Demise?
Its membership has shrunk even as the number of CFP certificants has risen. The FPA is at a crossroads.
Should the FPA Get Behind the CFP Board, or Go It Alone?
The FPA appears to be at a crossroads in its history, having to decide between two paths for its future.
Have the CFP Board’s Recent Punishments Fit the Crimes?
First, do no harm. Was harm done in the cases of Ron Rhoades, “fee-only” wirehouse brokers and the Camardas?
End the ChFC vs. CFP War: An Open Letter to American College CEO Bob Johnson
The American College should reposition itself to support the emerging need for deeper post-CFP specializations and niche educational programs for financial advisors.