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.
Diahann Lassus: Women in Wealth Profile
When it comes to wealth management, who influences the influencers?
Estate Tax Reform: Harold Evensky and Diahann Lassus Weigh In
There is a proposal in the Senate’s pending tax-cut bill to revamp estate taxes for 2011 from what was scheduled to become law on Jan. 1 if Congress took no action.
PROFESSIONAL GROUPS UNITE
"Exploratory meetings" are underway between the Certified Financial Planner Board of Standards, Financial Planning Association and National Association of Personal Financial Advisors to establish "appropriate...