CFP Board

“We are trying to balance the health and safety of the [CFP] candidates with their desire to complete the exam,” CEO Kevin Keller says.

Restoring fee-model disclosures to its website is just the first step in correcting the organization’s “monumental failure,” according to fiduciary watchdog Ron Rhoades.

The decision does not diminish the board's conviction that consumers have a right to know how they are paying for products and services, writes the former board chairwoman.

“The only reason why I could see them doing that is shame,” one critic says of the move; the board calls it an important shift in the conversation about fiduciary care.

Communities of color still don’t see enough advisors “who look like them.”

I don't need outside credentials to bolster my credibility — I have my own.

These shortcomings were primarily due to “systemic, longstanding, governance-level weaknesses,” a new report says.

Technology can speed up the planning process, but advisors still need to smartly allocate human resources.

The second annual event highlighted the business reasons firms should be prioritizing expansion of their diversity and inclusion initiatives.