CFP Board

• 

  Bernie Clark: The 2013 IA 25 Extended Profile

  By James J. Green, AdvisorOne  |  May 20, 2013

  Clark has shown quiet but confident leadership not merely in growing Schwab’s custody unit, but in addressing many of advisors' most trying issues.

• 

  The 2013 IA 25: Advisor Advocates and Regulators

  By Editorial Staff  |  May 20, 2013

  Since the financial crisis, advisors have had to defend their businesses from wary consumers, overzealous legislators and sometimes even other advisors whose unscrupulous actions would cast good advisors in the same shadow as bad advisors.

• 

  Why the CFP Board’s Proposal to Offer CE Is Wrong

  By Michael E. Kitces  |  May 17, 2013

  In the first in a series of posts on the CFP Board’s proposal, an argument (from planners themselves) as to why it’s not a good idea and a look at the current, somewhat woeful, state of continuing education for CFPs.

• 

  CFP Board Appoints Panel to Boost Number of Female Advisors

  By Melanie Waddell, AdvisorOne  |  May 15, 2013

  The CFP Board announced Wednesday an initiative to boost the number of women advisors in the field, including CFPs, as the number of female CFPs hasn’t budged for a decade.

• 

  CFP Board’s CE Plan Rattles FPA Retreat Attendees

  By John Sullivan, AdvisorOne  |  May 5, 2013

  The CFP Board, which is currently tasked with setting the standards and regulating CFP CE providers, would become a provider itself if the plan were approved.

• 

  Publish and Perish?

  By Bob Clark  |  April 29, 2013

  Do we really need another book about financial planning?

• 

  Crossing Paths: The 2013 IA 25

  By Editorial Staff  |  April 29, 2013

  With Investment Advisor's 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.

• 

  FPA Makes Two Big Pushes in Washington

  By Melanie Waddell, AdvisorOne  |  April 26, 2013

  The FPA is “well under way” in putting its advocacy infrastructure in place, FPA President Michael Branham told AdvisorOne in an interview Thursday.

• 

  Strategies to Improve CE Credit: More Is Better

  By Michael E. Kitces  |  April 19, 2013

  The more CE required, the more demand there is for CE credit, and the more providers willing to try to craft quality CE credit.

• 

  CFPB Calls for ‘Rigorous’ Standards for Senior Designations

  By Melanie Waddell, AdvisorOne  |  April 18, 2013

  The CFPB told Congress, the SEC and state regulators that the alphabet soup of “senior designations”—more than 50—confuses older Americans and that a three-pronged approach is needed to protect the elderly from fraud.