Evensky & Katz Win Award at Schwab Impact
Evensky & Katz Wealth Management has won an award — yet again — as Schwab hands out IMPACT awards.
Survey Finds CFPs Satisfied With Careers
Nearly two-thirds of CFPs polled say the Board’s service “meets their expectations,” a big jump from 2011.
Spin City: Kevin Keller Puts a Sheen on the Fee-Only Controversy
If the CFP Board polled its certificants on the fee-only controversy, it might not be so sanguine about its handling of the fee-only issue.
FPA Addresses CFP Board Controversies, New Ventures
The FPA's leadership spoke about the controversies involving the CFP Board on defining "fee only" and whether the Board should offer CE.
Staples, Goldfarb Departures Not Linked, CFP Board Says
The CFP Board is now searching for a director of investigations to replace Rex Staples, whose last day will be Friday.
Clients Prefer Comprehensive Advisors Over Specialists: Survey
Only 30% of Americans would prefer an advisor who specializes in one area such as retirement, a CFP Board survey found.
Historic Moment as Planner Groups Voice Clear Support for Fiduciary Standard
In a letter to the SEC, the FInancial Planning Coalition and consumer groups make a cogent argument for why the SEC should impose the same standard for all advice givers.
Eleanor Blayney: The 2013 IA 25 Extended Profile
Eleanor Blayney started in the financial industry as a “Beltway bandit,” she said, working with a consulting firm on projects for the EPA.
The CFP Board’s CE Proposal: What’s Driving This Flawed Idea?
In the final post in a series, an exploration of what may be behind the CFP Board’s proposal to offer continuing education. Is it looking to compete with other planning associations?
The CFP Board’s CE Proposal: Real Strategies to Improve Continuing Ed
In the second of a three-post series on the CFP Board’s proposal to offer continuing education itself, some modest proposals to really improve CE, along with a warning on how the Board’s proposal is rife with conflicts of interest.