CFPs

“We are not delaying and we are not changing the standard,” Chairwoman Susan John says of pressure to weaken the board’s tougher guidelines in line with the SEC’s Reg BI.

The property should allow them to live close to their loved ones and fit their financial plan, according to a CFP.

It’s not as easy as hanging out a shingle. Advisors and back-office employees need to master certain traits.

Three-in-four clients say their advisor’s professional certifications are important to them. But that doesn’t mean they have any idea what they are.

Unconflicted enforcement of the new code requires monetary investment from certificants.

A young advisor put her faith in letters and numbers until a client set her straight.

The agency is asking taxpayers to account for multiple jobs within a household and to factor in the $2,000 child tax credit for each kid under 17.

Brokers at the firm have expressed concern their employer and the CFP Board are on a collision course.

Financial advisors can, and should, develop the profession by building relationships with high schools and universities.

When the board's new Code and Standards take effect in October, fee-only advisors will be expected to step up their compliance operations.