CFP Board

Over 75,000 advisors in the U.S. will be affected by what is expected to be the most significant version of CFP standards to date.

New standards for advisors cover digital advice, third-party relationships and expand fiduciary duty obligations.

John helped found the coalition between the board, NAPFA and the FPA.

A new toolkit is being offered to students before the next test sitting in November.

The Labor Department is receiving a deluge of feedback from advisers and investors on whether to revise its controversial regulation.

Expanding the fiduciary role of CFPs is a good thing — but the fine print is worth sweating.

Some predict the new standards will push more planners to drop their CFPs.

Even as the board seeks stricter fiduciary rules, there are concerns about loopholes on conflicts and commissions.

After a social media quote provoked criticism, the special advisor on gender diversity replies.

Hiring former professionals could help firms improve diversity in a field that’s still 84% male.