‘Faulty’ Analysis Could Torpedo an SEC Fiduciary Rule: Advocates
SEC’s analysis on a fiduciary rule must be “thorough and well-reasoned,” as a “faulty analysis could doom or further delay” prospects for reform.
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.
Financial Planning Programs Clamoring for Latina Students
Young Hispanic women have been the "star performers" in William Paterson's financial planning degree programs and are highly sought after by other schools.
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.
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.
Third of Clients Say They Didn’t Get Adequate Financial Planning Services
New research from the Financial Planning Coalition shows a lack of appropriate regulatory standards for those who say they are “financial planners.”
Kitces, Brown Launch Recruiting Site for Indie Advisors
Advisors Michael Kitces and Caleb Brown have launched JobsFP, a recruiting website for independent financial planners.
Bringing Financial Knowledge to the Barrio
Louis Barajas is spreading financial planning knowledge to immigrants in his childhood home of East Los Angeles.