CFP Board

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  The Top Reason CFPs Avoid Social Media

  By Melanie Waddell, AdvisorOne  |  January 31, 2013

  Uncertainty over compliance and regulatory requirements remains the top reason CFPs steer clear of using social media for professional use, according to a just-released survey by the CFP Board.

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  New Hire Roundup: CFP Board Announces Chair Appointments

  By Marlene Y. Satter, AdvisorOne  |  January 30, 2013

  This week in new hires, John Byrne and Bryan Hissong returned to Prudential Retirement, and Jac McLean was named head of distribution at Hartford Mutual Funds.

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  Emboldened Borzi Is Back

  By Melanie Waddell, AdvisorOne  |  January 21, 2013

  Bolstered by another four years in her position under a re-elected Obama administration, Phyllis Borzi is adamant that EBSA’s fiduciary rule will see the light of day this year.

• The Jaws of Defeat

  By Bob Clark, AdvisorOne  |  December 21, 2012

  Taking time out over the holidays to reflect on the past year has become one of my favorite exercises.

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  Three Washington Heavyweights to Drive Advisor Agenda in ’13

  By Melanie Waddell, AdvisorOne  |  December 19, 2012

  Three key Washington heavyweights will have a crucial role in advisors’ lives next year: Elisse Walter, the new SEC chairman; Rep. Jeb Hensarling, the incoming House Financial Services chairman; and Phyllis Borzi, at the DOL’s EBSA.

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  Want Professional Standards, Advisors? Get an Exclusionary Rule

  By Bob Clark, AdvisorOne  |  December 19, 2012

  If you’re going to have professional standards, you have to be able to kick out folks who don’t meet them.

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  Is Kitces Right on When a CFP’s Fiduciary Duty Should Apply?

  By Knut A. Rostad  |  December 17, 2012

  Advancing the discussion, Michael Kitces urges the CFP Board to abandon its approach of limiting when a fiduciary standard should apply to certificants.

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  Why We Need a Financial Advisory Profession

  By Bob Clark, AdvisorOne  |  December 13, 2012

  The very good reasons why retail investors—all of us, in fact—need a true profession to provide financial advice.

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  In Giving Season, Reminders From IRS; Guidance From CFP Board

  By Richard Niles, J.D., Senior Editor, Tax Facts Online  |  December 12, 2012

  Timely reminders on smart client giving during the holiday season include IRS rules and suggestions from the CFP Board's Consumer Advocate Eleanor Blayney.

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  NAPFA’s CFP-Only Stand: A Step in the Wrong Direction

  By Bob Clark, AdvisorOne  |  December 5, 2012

  A curious move, at a curious time, for purportedly, a curious reason, that is also a slap in the face to CPAs with the PFS credential.