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Investment Advisor
June 2007
Bob Clark |
Mr. Keller Goes to Washington Some suggestions to the CFP Board's new CEO: Belly up to the bar on the fiduciary thing, already... You can't be a CFP and a registered rep or an insurance agent at the same time... etc.   |
Investment Advisor
April 2007
Robert F. Keane |
CFP Standards Revision A new draft addresses previous critiques and imposes a fiduciary standard for advice. |
Investment Advisor
July 2007
James J. Green |
CFP Board Adds Fiduciary Requirement The Board of the Certified Financial Planner Board of Standards adopted a revised version of its code of ethics, adding new language that requires all 54,000 CFPs to "at all times place the interest of the client ahead of his or her own." |
Financial Advisor
December 2006
Evan Simonoff |
Editor's Note - Beginning All Over Again The departure of CFP Board CEO Sarah Teslik provides the third opportunity in the last six years for a new beginning. Unfortunately, the real problem is why any organization would go through three new beginnings in six years. |
Financial Advisor
May 2007 |
Frontline News Don't Party Like It's 1999... CFP Board Moving Headquarters... Advisors Settle Multimillion Lawsuits... FPA's New Fiduciary Standard For All Planners... Mesirow Advisors Become RIAs... |
Financial Advisor
November 2005
Fazzi & Simonoff |
Rocky Mountain Why? After a year's worth of changes that has seen it's staff cut by 60% and many of its core operations put under intense scrutiny, it's safe to say the Certified Financial Planner Board of Standards is in the midst of remaking itself. |
Investment Advisor
June 2008
Melanie Waddell |
On a Mission A conversation with Kevin Keller, in which he promises that his second year as the CFP Board CEO will be even more fruitful than his first. |
Financial Advisor
May 2012 |
CFP Board Shortens Certification Time The Certified Financial Planner Board of Standards last month said it's amending its regulations to shorten the time needed to qualify for CFP certification from three years to two if the person has two years of experience. |
Registered Rep.
May 31, 2007 |
CFP Board Approves Tighter Code of Ethics The CFP Board approved a second round of revisions to its code of ethics, essentially strengthening the duty of care CFP certificants must use with regards to their clients. |
Investment Advisor
December 2006
Kara Stapleton |
Briefs The Financial Planning Association endorsed a proposed rule... The CFP Board voted to approve changes to its governance policy... |
Financial Advisor
April 2004
David Diesslin |
CFP Board Has A Mission The Certified Financial Planner Board has a mission beyond certification, which includes education and international standards. |
Investment Advisor
June 2008 |
About Those Resignations An interview with the CEO of the CFP Board's Disciplinary and Ethics Commission, about the recent resignation of the Board's certificant members. |
Financial Planning
September 1, 2008
Bob Veres |
Power Plays The recent Financial Planners Association luncheon allowed attendees to voice their concerns to a panel that included newly installed CFP Board CEO Kevin Keller. |
Financial Planning
December 1, 2012
Kenneth Corbin |
Raising the CFP Profile: CEO Kevin Keller Discusses Enforcement CFP Board CEO Kevin Keller talks about enforcing the fiduciary standard and building the image of the profession. |
Registered Rep.
March 9, 2007
Christina Mucciolo |
What's In a Name? If You Are a Fiduciary, a Lot. But Are CFP Certificants Fiduciaries? Financial planners who hold the Certified Financial Planning designation have been tussling with the CFP Board, which controls the CFP designation, over the designation's ethical standards. |
Investment Advisor
July 2008
Bob Clark |
With Friends Like These... What's the CFP Board really up to, and will their decisions benefit financial planners? |
Investment Advisor
January 2009
Kara P. Stapleton |
Changes People on the move. |
Registered Rep.
June 1, 2004
Allen Plummer |
Over the Top There's one big problem with being on top, and the organization that administers the Certified Financial Planner designation is in the process of learning all about it. |
Financial Advisor
September 2006
Evan Simonoff |
Editor's Note A showdown of sorts appears to be looming between the CFP Board of Standards and the Financial Planning Association, supported by many longtime licensees who devoted a great deal of energy to give the mark the status that it has today. |
Investment Advisor
December 2006
Bob Clark |
Hope It Wasn't Something I Said The CFP Board's chance to rethink its role in the financial planning profession. |
Investment Advisor
September 2006
Bob Clark |
Clark at Large: Board to Death: Reloaded Think the Certified Financial Planner Board had gone mainstream? Think again. Here's a recap of Board CEO Sarah Teslik's recent off-the-wall comments. |
Financial Planning
January 1, 2011
Donna Mitchell |
Spreading the News After being educated about the requirements for a CFP and the approach these planners take in offering financial advice, consumers say they are more likely to seek out a CFP for help with managing their money. |
Financial Planning
February 1, 2005
Ed McCarthy |
The Next Generation of Advisers (and the Problem with Uncovering Them) There's still no tried-and-true path for those entering the financial planning profession. |
Financial Planning
October 1, 2008
Bob Veres |
Checks and Balances Conflict between the Certified Financial Planner board and the Disciplinary and Ethics Commission. |
Registered Rep.
October 23, 2006
John Churchill |
Opulence (and a Wee Bit of Strife) at FPA Confab in Nashville Education and networking were on order at the recent annual Financial Planning Association conference. |
BusinessWeek
December 30, 2009 |
Watered-Down Reforms The House proposal looks weaker than the plan the President proposed this summer. |
Financial Planning
October 1, 2006
Elizabeth O'Brien |
The Fiduciary Fracas Debate and controversy over the elusive standard could be just what the industry needs. |
Registered Rep.
April 1, 2007 |
Marilyn Dimitroff An interview about a second round of proposed revisions to the CFP Board's Code of Ethics. |
Financial Advisor
August 2009
Karen DeMasters |
The Talking Cure The CFP Board has a new consumer advocate and public face: Eleanor Blayney. |
Registered Rep.
June 16, 2011
Jerry Gleeson |
CFP: Financial Plans' Peace of Mind Loosens Purse Strings, Too Financial plans are considered a wise investment for households, but can they save the national economy? |
Registered Rep.
March 18, 2010
Jerry Gleeson |
New CFP Curriculum Daunts Instructors The Certified Financial Planner designation is about to become more challenging to obtain. |
Financial Advisor
February 2012
Jim McConville |
CFP Online The whole world seems to be moving online, including programs to earn the certified financial planner designation. |
The Motley Fool
September 13, 2007
Tim Beyers |
How to Beat a Retirement Scam Here are three tips from a retirement expert on finding a worthwhile money manager, and to prevent yourself or someone you know, from becoming the victim of a retirement scam. |
