CFP Board, FPA Advocates Agree on Likely Timetable for DOL Fiduciary Rule
Marilyn Mohrman-Gillis, Karen Nystrom think it likely DOL rule will be out this year, but SEC fiduciary rulemaking prospects still cloudy.
CFP Board Touts ‘Amazing’ Boost in Brand Recognition
Annual $10 million in advertising paying off, says CEO Kevin Keller, with awareness of the mark among Board's target demographics now matching that of CPAs.
CFP Board Sanctions 2 More CFPs Over ‘Fee-Only’ Comp Status
CFP Board has issued public disciplinary actions against two CFPs for misrepresenting their compensation method as "fee-only."
DOL Tackles Key Fiduciary Plan Proposals at Hearings
First round of DOL hearings prompts discussions on Best Interest Contract Exemption, mandatory arbitration as well as whether the proposed plan would spur lawsuits.
Camardas Appeal CFP Board Case to Right ‘Grave Wrongs’
"The welfare of the profession, and of the client public” are hanging in the balance, the Camardas say.
Advising the Squeezed ‘Sandwich Generation’
Clients supporting both parents and kids pose unique challenges and opportunities.
Judge Says CFP Board ‘Followed Its Own Rules’ in Disciplining Camardas
The judge said there was no evidence that the CFP board had been motivated by bad faith or ill will.
Housing Market Mixed: Time to Buy or Hold Off?
Does the decline in new home sales for June and downward revisions for April and May signal that the housing rally is slowing?
DOL ‘Flexible’ on Fiduciary Rule, Perez Says
“We are very flexible in how to get this [fiduciary rulemaking] done,” Labor Secretary Perez told a Senate panel. “We haven’t made any decisions yet.”
Judge Dismisses Camardas’ Case Against CFP Board
The Board is pleased that the case was dismissed based on “deficient legal claims without the need for a trial,” stated CFP Board's Mohrman-Gillis.