CFPs

The effects are looking like "every other much-hyped tax cut of the past three decades.”

"I still feel like NAPFA is one of the best kept secrets in the planning world and we want to change that," NAPFA CEO Geoffrey Brown says.

Failing the test can be devastating, but you shouldn’t quit. Avoiding these mistakes may help you earn a coveted passing grade.

The hiring plans coincide with the firm's rollout of its digital advice offering, UBS Advice Advantage, which is offered through its call center.

While American women earn only 82 cents for every dollar men earn, the wage gap is far greater for female planners.

The revised code of conduct will broaden fiduciary responsibilities for planners, but critics say the framework falls short on disclosures and conflicts.

The technology is there, efficiencies are multiplying and the incentives are huge. So, why is the general mood so grim?

Some are calling for the CFP Board to get tough on conflicts and compensation as it finishes revisions to its standards of conduct.

"Simply calling yourself a financial planner does not make you one," argues CFP Board CEO Kevin Keller.

The products can offset potential losses from lowered state and local deduction limits.