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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 -
The decision landed just hours after the Department of Labor asked for the decision to be postponed while it complies with a Trump order to review the regulation.
February 8 -
The move is additional fallout from the president's memo to the Department of Labor to review the regulation and possibly rescind it.
February 8 -
CFP Board and other supporters see the Labor Department's rule on retirement advice under assault, digging in for fight against administrative or legislative efforts to delay the rule.
February 1 -
For the first time since 2008, a commission will propose long-awaited changes to the Standards of Professional Conduct. Areas under review include code of ethics and planning practice standards.
January 26