FPA Steps Up Lobbying Game With First ‘Advocacy Day’
FPA is pushing for a user-fees bill and trying to "establish relationships" with lawmakers.
CFP Board Opens Enrollment for Computer-Based Exams
November will mark the first computer-based testing for CFPs; Board is also offering practice exams.
CFP Board to Investigate CFPs for Inaccurate Comp Disclosure
Chair Ferrara says Board will compare public information with Board website listings to identify inconsistencies, starting with CFPs who call themselves "fee only."
SEC’s Lack of Fiduciary Action Is Hurting Investors, Advocates Warn
In a letter to the SEC, a coalition provides evidence that advice to retail investors under a suitability standard is harmful.
CFP Board Announces First AACSB-Accredited Ph.D. Program
The Ph.D. program will be "very rigorous because you’d get the Ph.D. in business with an emphasis on financial planning,” said CFP Board's chairman.
Americans’ Top Concern: Sex or Money?
A quarter of affluent couples say money worries affect their libidos, a survey finds.
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.
College Major Change: How to Ease Pain of Lost Time and Money
CFP Board's Blayney and others on how to help clients when their kids’ change in major results in more time and money spent on education.
Did CFP Board Shorten Exams to Lure Certificants?
CFP Board “maintains it wasn’t making the exam easier; the gut response of the community seems to disagree," says Michael Kitces.
More Advisor Exams? Not Under This SEC Budget, Advocates Say
CFP Board, CFA and others say the SEC's pledge to examine more advisors will be tough to fulfill with only a $29 million increase.