CFP Board

While American women earn only 82 cents for every dollar men earn, the wage gap is far greater for female planners.

Planner Greg Phelps, one of the project volunteers, survived the shooting by sprinting across the concert grounds while bullets slugged into the ground.

Volunteer days and relocation bonuses are just some of the perks firms are offering their financial advisors.

The revised code of conduct will broaden fiduciary responsibilities for planners, but critics say the framework falls short on disclosures and conflicts.

Investors were bilked out of approximately $611,000, say federal prosecutors.

Some are calling for the CFP Board to get tough on conflicts and compensation as it finishes revisions to its standards of conduct.

"Simply calling yourself a financial planner does not make you one," argues CFP Board CEO Kevin Keller.

Firms can bring in great talent while assisting prospective CFPs with the experience requirement needed for the designation, according to a panel of experts at the board's Registered Program Conference.

The test will also be modified to account for the new tax law while aiming to plug leaks in the pipeline from college to CFP certification.

Over time, many couples end up in increasingly unequal roles when it comes to managing their money, simply because one partner defers to another, according to an expert at the CFP Board's Academic Research Colloquium.

Financial Planning Review will represent "an interdisciplinary approach," according to the journal's executive editor.

The good, the bad and the downright inexplicable in the suggested changes.

What do they bring to the table? Lobbying clout, alternative fee structures and technical expertise are just part of the equation.

The ratio of women to men CFP holders hasn’t changed for at least a decade. Kathleen McQuiggan wants to change that.

A working financial planner assumes leadership of the board as its influence in Washington and nationwide hits a high mark.

While the ranks of women who hold the certification surged, they still make up only 23% of the pool.

Known for his advocacy for planning at all income levels, Paré wants the FPA to expand its membership to 24,000 and beyond.

Financial advisory practices need to take responsibility for setting a positive culture and stopping abuse.

Find out where this year's 95 CFP Board-registered financial planning degree programs at colleges and universities fall on the map.

"Real diversity and inclusion is when we achieve gender parity and adequate representation of ethnic backgrounds," says Monica Giuseffi, principal of financial advisor inclusion and diversity at the firm.