CFP Board Says New Ads, Exam Format Part of Membership Push
Board wants to add 12,000 CFPs; computerized tests "hopefully will encourage more people to sit for the exam," says CEO Kevin Keller.
Advisors Big and Small Hitch on to Branding Trend
From LPL to Putnam to FPA members, advisors and the firms that serve them are seeking ways to do a better job of promoting themselves.
Vanguard to Help Educate Consumers on Investment Cost
Vanguard announced Monday that it planned to use a new online cost calculator, social and traditional media channels, and online ads to educate investors about how to pay attention to the price tag of their investments.