CFP Board

Even as BDs transition from their commission roots, too many still treat advice as a liability.

The No. 1 IBD’s efforts display opportunity amid the shortcomings of an industry still lacking measurable data from some of its largest firms.

All 83,000 CFPs certification information is now published via the same technology that underlies fast-proliferating cryptocurrencies.

By allowing disciplinary actions to be expunged from certificants’ records, the board is sabotaging its own efforts to raise industry standards.

New data shows an increase in the number of CFP professionals who are people of color and women. But is it enough?

The growing number of commission-free planners at IBDs doesn't necessarily fit the industry’s accepted definition, or its traditional categories.

New Chairwoman Susan John says the board is preparing for more cases due to its new standards and code of conduct.

The planner is among the brightest minds in the financial planning profession, but his endorsement of the organization's certification standards is "decidedly enigmatic."

The certification could stop being the gold standard and become the requirement, if only the regulatory path were clearer.

Addressing the imbalance in the industry is a strategic imperative.