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Didi Dorsett, 2018 Pro Bono Award runner-up, uses analytical skills she learned in the military to offer financial advice at no cost.
July 31
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Jack Brod, the chair-elect of the board of directors, plans to heighten enforcement efforts to ensure CFPs are consistently acting as fiduciaries.
July 23
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Brod will step in just after the board's controversial new code of ethics and standards takes effect in 2020.
July 17
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The new wave of advertising will highlight the emotional benefits of having a financial plan. Some CFPs have grumbled about funding previous advertising initiatives with their certificant fees.
June 29
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Creation of the blue-ribbon body draws praise and confusion from CFPs who question its utility.
June 28 -
Despite the profession’s efforts to attract and retain women, demeaning experiences at industry events could be keeping them away — or driving them out.
June 20
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Fiduciary advocates lament the absence of the term from the SEC's rule, which they say fails to move beyond FINRA’s existing suitability standard, while the brokerage sector sees the proposal as a welcome jump in oversight.
June 15
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Five members of the network will receive the scholarship each cycle.
May 25
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CFP candidates must master the new material in time for the November exam.
May 22
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Many planners see this exam as a must-have credential. Want to ace it? Have a plan.
May 21
