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By James J. Green, AdvisorOne |
July 1, 2007
The Board of the Certified Financial Planner Board of Standards adopted on May 24 a revised version of its code of ethics, adding new...
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By Ellen Uzelac |
July 1, 2007
When Kevin R. Keller was tapped as the new chief executive officer of the Certified Financial Planner Board of Standards in April, one of the...
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By James J. Green, AdvisorOne |
May 31, 2007
The Board of the Certified Financial Planner Board of Standards has 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."
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By Melanie Waddell, AdvisorOne |
May 1, 2007
Feeling an urgency to assert itself more strongly among policymakers and regulators, the CFP Board is moving its business operations from Denver to Washington, D.C....
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By Melanie Waddell, AdvisorOne |
April 18, 2007
The CFP Board has a new CEO. Effective May 1, Kevin Keller will replace Don Tharpe, who has served as interim CEO since November 2006.
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By James J. Green, AdvisorOne |
March 1, 2007
The CFP Board announced that it will present a second draft of its proposed revisions of its Code of Ethics to its membership on March 9. In addition to the public meeting, there will be a live Webcast of the meeting at that time; the video will be posted on...
