NAPFA Bans Stakes in Commission-Based Firms
The association will no longer allow members to hold a 2% ownership interest in a financial services firm that receives transaction-based compensation.
CFP Board Opens Enrollment for Computer-Based Exams
November will mark the first computer-based testing for CFPs; Board is also offering practice exams.
How Real Advisors Can Steal the Robo-Advisors’ Advantage
FlexScore, an in-depth financial scoring system, might help financial advisors get the robots to work for them.
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."
Reality Bites: Busting the Myth of Financial Planning
The founders of "financial planning" made a mistake: they focused on the wrong thing.
The Rise of the Financial Planning Academic
Doctoral programs in financial planning, and the academic research conducted by students and their professors, will usher in a new era in financial planning.
The New Challenge for the Next Generation of Financial Planners
The firms that figure out how to profit from “apprenticeship” planners, helping turn trained planners into effective salespeople, will be the ones that succeed.
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.
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.