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The annual advertising splash by the standard-setting group for financial advisors coincides with the March Madness basketball tournament and tax filing deadline.
March 20 -
The panel plans to take through 2024 to complete its 'everything's-on-the-table' review of experience, education and exam standards.
March 13 -
The industry's fastest-growing business model puts two very different functions under one roof. Are investors — and advisors — clear on the differences?
March 9 -
The founders of the Financial Professionals Coalition contend that most industry groups back firms and big players. They plan to stand up for the little guy.
February 21 -
Kathryn Dattomo will take over next month from a leader who doubled the planner group's membership and led efforts to enforce strict fiduciary standards.
February 14 -
James Lee says title protection for advisors would be a huge step toward making financial planning 'the most important authentic profession of the 21st century.'
February 10 -
The certifying group says a change in its tax-exempt status will let it communicate to the public everything financial planning, from advisor salaries to the profession's accommodating hours.
January 27 -
CFP Board teams up with Foundation for Financial Planning to further their goal of increasing the number of planners who offer advice for free.
November 30 -
CFP Board is seeking to preserve "adversarial principles" in proceedings before its disciplinary and ethics commission.
November 14 -
The proposal mirrors FINRA's policy requiring annual continuing education.
September 23