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In my view, the organization puts its own growth ahead of enforcing its certificants’ fiduciary standards. This holds us back from being seen as a true profession.
September 24 -
Advisors may need to shed the AUM model of the past, says the TD Ameritrade Insitutional president. Also: The biggest threat to RIAs and the outlook for job-hunting advisors.
September 13 -
The more you learn, the more you realize how little you know.
September 6 -
The board's third large-scale advertising initiative costs $11.7 million, or $145 per CFP holder.
August 28 -
Many want to work as holistic planners, but common, entry-level jobs can easily lead to dead ends.
August 17 -
Missouri legislators inadvertently passed a law that would outlaw the Certified Financial Planner credential.
August 16 -
It will host public forums in nearly two dozen cities over the next 16 months.
August 1 -
Jack Brod, the chair-elect of the board of directors, plans to heighten enforcement efforts to ensure CFPs are consistently acting as fiduciaries.
July 23 -
Brod will step in just after the board's controversial new code of ethics and standards takes effect in 2020.
July 17 -
The new wave of advertising will highlight the emotional benefits of having a financial plan. Some CFPs have grumbled about funding previous advertising initiatives with their certificant fees.
June 29







