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John helped found the coalition between the board, NAPFA and the FPA.
August 3 -
A new toolkit is being offered to students before the next test sitting in November.
July 26 -
The Labor Department is receiving a deluge of feedback from advisers and investors on whether to revise its controversial regulation.
July 25 -
Expanding the fiduciary role of CFPs is a good thing — but the fine print is worth sweating.
July 13 -
Some predict the new standards will push more planners to drop their CFPs.
July 11 -
Even as the board seeks stricter fiduciary rules, there are concerns about loopholes on conflicts and commissions.
June 20 -
After a social media quote provoked criticism, the special advisor on gender diversity replies.
June 19CFP Board -
Hiring former professionals could help firms improve diversity in a field that’s still 84% male.
May 30 -
Does holding a CFP, ChFC or CFA correlate to better client service? At last, hard evidence shows that clients do better with designated planners.
May 26Camarda Wealth Advisory Group -
The adviser allowed her disabled sister to die of untreated bedsores, according to the D.A. It’s the first known such case involving a CFP, says the CFP Board.
April 13