CFPs

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.

I had a strong opinion. Then our reporting changed my mind.

With tens of thousands of certificants affiliated with giant BDs, the documents required by the new standards are making their conflicts of interest plain as day.

A Financial Planning editor's "jaw dropped" after reading a recent Wall Street Journal op-ed that downplayed the billionaire's remarks at the Tiburon CEO summit.

High-deductible plans open the door to tax breaks for high-income investors, an expert says.

Technology tools are pitched as time savers, but that’s not how advisors are actually using them.

Who guards the guardians? Regulators, yes, but as CFPs we must also police ourselves

CFPs aren’t excused from acting as fiduciaries — even if they work at a firm that requires them to recommend proprietary funds.

It's a hard truth that minorities and women are not well-represented in the financial planning industry. It's also a business problem.

An online audience clamors to hear about cash withdrawals and weekly budget numbers delivered in a unique way. But what do wealth management pros think?

The indexing giant’s pilot Digital Advisor will be priced at 15 basis points, but allocate client assets almost entirely in proprietary funds.

A task force will issue recommendations to shore up the disciplinary process ahead of the board's November meeting. Here’s what advisors need to know.