CFPs Worldwide Have ‘Renewed Focus’ on Consumer Protection, FPSB Chief Says
CFPs around the world have a “renewed focus on consumer protection,” with the Dodd-Frank Act influencing the profession on a global scale, the CEO of the Financial Planning Standards Board (FPSB) said on Monday.
In my last article, I relayed the startling statistic that by the end of this year, the number of non-U.S. CFP certificants will almost surely...
Globalization. We hear the term over and over nowadays yet it's often hard to define succinctly because it encompasses myriad issues. At its core, globalization...
Fee-only financial planning and wealth management emerged in the U.S. in their modern forms. But while U.S. pioneers remain at the profession's cutting edge, they...