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The board is “decisively moving away” from allowing advisors to self-disclose, CEO Kevin Keller says.
June 25 -
With her innovative, rapid-fire leadership, the recipient of this year’s individual award is giving nearly 2,000 aspiring planners unprecedented entree into a profession sorely in need of them
June 22 -
Thousands of planners have dropped their memberships in recent years. Here’s why I joined them.
June 16 -
“Especially in this time when we are thinking, ‘Is there going to be a shortage of opportunity,’ in comes this one. It’s put a lot of fire in me to learn as much as I can,” says new college graduate Kameron Kindle.
June 16 -
The data on Black and Latino advisors helps track the industry’s progress amid nationwide Black Lives Matter protests.
June 3 -
The change is one of several made to the board’s disciplinary reporting process following a report by an independent task force that found “systemic, long-standing, governance-level weaknesses.”
May 29 -
Two testing windows remain for this year, but the board cautions they will take place “only if they can be conducted without compromising the health of exam candidates.”
May 4 -
Now is not the time to disconnect from supportive networks of other advisors.
May 1Stone Steps Financial -
First, prove you’re listening; then make sure they know you’re taking action to protect their portfolios.
March 17 -
“We are trying to balance the health and safety of the [CFP] candidates with their desire to complete the exam,” CEO Kevin Keller says.
March 17