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New data shows an increase in the number of CFP professionals who are people of color and women. But is it enough?
January 17 -
The growing number of commission-free planners at IBDs doesn't necessarily fit the industry’s accepted definition, or its traditional categories.
January 11 -
New Chairwoman Susan John says the board is preparing for more cases due to its new standards and code of conduct.
January 10 -
The planner is among the brightest minds in the financial planning profession, but his endorsement of the organization's certification standards is "decidedly enigmatic."
January 7Financial Planning Hawaii -
The certification could stop being the gold standard and become the requirement, if only the regulatory path were clearer.
December 26 -
Addressing the imbalance in the industry is a strategic imperative.
December 20TD Ameritrade Institutional -
An unknown number of test-takers viewed results online showing that they had passed, when their results were still under review.
December 11 -
Find out where this year's programs fall on the map.
November 30 -
The board is calling for public comment on a variety of changes and released FAQs for planners about new standards of conduct taking effect next year.
November 27 -
The inaugural event builds on mounting industry interest in improving its historically dismal record on growing the ranks of minorities and women in wealth management.
October 23