CFP Board

The long-running battle by two CFPs against the board comes to an abrupt end.

These certificants are multiplying — and so is their revenue.

The Institute for the Fiduciary Standard says the SEC and CFP Board have failed to define true client-first service. It aims to fill that gap with a new list.

The public has a right to review the board’s documents, husband-and-wife planners Jeffrey and Kimberly Camarda say.

Decision expected in appeal of case brought by advisers the board says called themselves fee-only inappropriately.

These investment advisories paid the price for passing along performance data faked by a third-party manager.

The department is defending the rule in three cases brought by Wall Street trade groups, which are aiming to dismantle the new regulation.

After taking away CFPs' right to sue the board, it makes two concessions to critics. Still, the process points to governance problems at the board, Michael Kitces says.

The final installment of our annual listing, organized alphabetically.