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Some predict the new standards will push more planners to drop their CFPs.
July 11 -
Even as the board seeks stricter fiduciary rules, there are concerns about loopholes on conflicts and commissions.
June 20 -
After a social media quote provoked criticism, the special advisor on gender diversity replies.
June 19CFP Board -
Hiring former professionals could help firms improve diversity in a field that’s still 84% male.
May 30 -
Does holding a CFP, ChFC or CFA correlate to better client service? At last, hard evidence shows that clients do better with designated planners.
May 26Camarda Wealth Advisory Group -
The adviser allowed her disabled sister to die of untreated bedsores, according to the D.A. It’s the first known such case involving a CFP, says the CFP Board.
April 13 - FP magazine
The "I am a CFP Pro" campaign will feature younger, more diverse voices from the planning community.
April 6 -
A federal judge issued a restraining order and a temporary asset freeze against the former broker.
March 28 -
CFP candidates should consider a well-rounded college or graduate school education in professional sales.
March 6Savant Capital Management -
There are more CFPs over 70 than there are under 30. The board's Center for Financial Planning looks to fix that with new diversity and internship initiatives.
February 15