In Shakeup, FPA Outsources Washington Lobbying Efforts
Restructuring is part of an overall plan to focus on planner group’s strategic vision being put in place by new CEO Lauren Schadle.
CFP Board’s Keller on Goldfarb Case: ‘Let the Process Play Through’
At Schwab Impact conference, CFP Board's CEO also discusses three new board members; number of certificants stands at 67,324.
CFP Board Names Aikin, 2 Others to Board of Directors
The CFP Board announced Thursday that it had elected three new directors to the Board of Directors at its Fall 2012 meeting: Blaine F. Aikin, Arthur Laby and Thomas Nelson.
CFP Board Business Meeting Addresses Goldfarb Resignation
The CFP Board opened its Nov. 9 business meeting with a question about the recent resignation of the Board’s Chairman, Alan Goldfarb.
Are CFP Board Leadership Resignations a Weakness or Strength? Pt. 1
The financial planning community was stunned by the announcement that Alan Goldfarb resigned.
Clear as Mud: The CFP Board’s Blackbox Oversight Process on Ethics
In the digital age, the Board’s process in the Alan Goldfarb, et al., case just doesn’t cut it. And what’s up with The American College piling on?
CFP Board: Let CFPs Vote on the Future of Financial Planning’s Character
The CFP Board should affirm the fiduciary duty's importance to CFPs and welcome a referendum of its designees to determine its way forward.
The State of Investor Trust, or Distrust, Fiduciary and the CFP Board
Is the argument over a fiduciary standard for all advice-givers, and the CFP Board's position on a fiduciary standard for CFPs, missing the bigger point?
The Curious Case of the CFP Board and a Double-Dipping CFP
At issue: Can there really be extenuating circumstances to an advisor double dipping?
Unregulated Advisor Designations Leave Seniors Vulnerable, IMCA Says
Incompetent financial advice is a serious threat that leads to tangible losses for seniors. IMCA wants to do something about it.