CFP Board

Critics say SEC efforts to regulate advisor titles could produce a game of whack-a-mole, as non-fiduciary financial professionals adopt other terms intended to blur lines.

Whatever planners learned when they were trained for the job decades ago is most likely outdated.

"I still feel like NAPFA is one of the best kept secrets in the planning world and we want to change that," NAPFA CEO Geoffrey Brown says.

Failing the test can be devastating, but you shouldn’t quit. Avoiding these mistakes may help you earn a coveted passing grade.

While American women earn only 82 cents for every dollar men earn, the wage gap is far greater for female planners.

Planner Greg Phelps, one of the project volunteers, survived the shooting by sprinting across the concert grounds while bullets slugged into the ground.

Volunteer days and relocation bonuses are just some of the perks firms are offering their financial advisors.

The revised code of conduct will broaden fiduciary responsibilities for planners, but critics say the framework falls short on disclosures and conflicts.

Investors were bilked out of approximately $611,000, say federal prosecutors.

Some are calling for the CFP Board to get tough on conflicts and compensation as it finishes revisions to its standards of conduct.