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When the CFP Board surveyed members on the stark lack of diversity in the profession, opinions on the root causes of the problem were split along racial lines.
May 11 -
The CFP Board’s new code of ethics should be celebrated for embracing the fiduciary concept — will the standards be strengthened even more in the future?
May 8Financial Planning -
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.
April 30 -
Whatever planners learned when they were trained for the job decades ago is most likely outdated.
April 25 -
"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.
April 20 -
Failing the test can be devastating, but you shouldn’t quit. Avoiding these mistakes may help you earn a coveted passing grade.
April 19FPA of Middle Tennessee -
While American women earn only 82 cents for every dollar men earn, the wage gap is far greater for female planners.
April 9 -
Planner Greg Phelps, one of the project volunteers, survived the shooting by sprinting across the concert grounds while bullets slugged into the ground.
April 6 -
Volunteer days and relocation bonuses are just some of the perks firms are offering their financial advisors.
April 2 -
The revised code of conduct will broaden fiduciary responsibilities for planners, but critics say the framework falls short on disclosures and conflicts.
March 29