Alan Goldfarb

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  NAPFA to Advisors: CFP Designation or Bust

  By Joyce Hanson, AdvisorOne  |  December 4, 2012

  NAPFA said Tuesday that it would only accept the CFP designation for people who applied to be NAPFA-registered financial advisors.

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  CFP Board Chairman Goldfarb’s Resignation Raises Questions

  By Melanie Waddell, AdvisorOne  |  November 20, 2012

  It was an unexpected—and shocking—announcement: Alan Goldfarb, chair of the CFP Board’s board of directors, resigned in early November along with two members of the Board’s Disciplinary and Ethics Commission (DEC).

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  CFP Board Names Aikin, 2 Others to Board of Directors

  By Melanie Waddell, AdvisorOne  |  November 15, 2012

  The CFP Board announced Thursday that it had elected three new directors to the Board of Directors at its Fall 2012 meeting: Blaine F. Aikin, Arthur Laby and Thomas Nelson.

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  CFP Board Business Meeting Addresses Goldfarb Resignation

  By Melanie Waddell, AdvisorOne  |  November 13, 2012

  The CFP Board opened its Nov. 9 business meeting with a question about the recent resignation of the Board’s Chairman, Alan Goldfarb.

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  Are CFP Board Leadership Resignations a Weakness or Strength? Pt. 1

  By Michael E. Kitces  |  November 9, 2012

  The financial planning community was stunned by the announcement that Alan Goldfarb resigned.

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  Clear as Mud: The CFP Board’s Blackbox Oversight Process on Ethics

  By Bob Clark, AdvisorOne  |  November 7, 2012

  In the digital age, the Board’s process in the Alan Goldfarb, et al., case just doesn’t cut it. And what’s up with The American College piling on?

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  Shake-Up at CFP Board as Chairman, Two DEC Members Resign

  By Melanie Waddell, AdvisorOne  |  November 2, 2012

  After what looks to be violations of the CFP Board’s standards of professional conduct, Board of Directors Chairman Alan Goldfarb and two ethics panel members have resigned.

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  With Planners' Finances Worsening, CFP Board to Publicize Bankruptcies

  By Melanie Waddell, AdvisorOne  |  April 6, 2012

  With the number of bankruptcies among certified financial planners on the rise, the CFP Board of Standards announced Thursday that it will start disclosing CFP holders’ bankruptcies to the public.

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  At FPA San Diego, CFP Board Says 'Choice' Argument Against Fiduciary Standard Is ‘Baloney’

  By James J. Green, AdvisorOne  |  September 16, 2011

  Board leadership says SEC should move forward with uniform fiduciary standard rulemaking; will expand public awareness campaign from print to NPR.

• Nurturing the Legacy

  By Rebecca McReynolds  |  April 1, 2007

  It's all about control. Wealthy retirees and the Baby Boomers coming up fast on their heels are used to calling the shots in their lives....