Kevin Keller

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  CFP Board’s Keller Says New ‘Top Cop’ Will Beef Up Investigations

  By Marlene Y. Satter  |  March 23, 2012

  Keller tells AdvisorOne that Rex Staples, the former general counsel for NASAA who will start his new post on April 9, will help “build our capacity to achieve our mission of benefiting the public.”

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  Advisor SRO Would Cost Twice as Much as Funding SEC Exams

  By Melanie Waddell, AdvisorOne  |  December 15, 2011

  The report, conducted by BCG and funded by advisor groups and TD Ameritrade, was released before a House panel vote on a spending bill that included a $136 million increase for SEC funding.

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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.

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  CFP Board Officially Launches TV, Online Awareness Campaign

  By Melanie Waddell, AdvisorOne  |  April 18, 2011

  Monday marked the first day that the Certified Financial Planner (CFP) Board of Standards’ large-scale Public Awareness Campaign officially launched on television and online; Print ads have been appearing for the past couple weeks.

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  Outlook 2011, Regulation & Legislation: Advisors Brace for Dodd-Frank, New Committee Chairmen

  By Melanie Waddell, AdvisorOne  |  December 21, 2010

  Implementation of Dodd-Frank, new congressional chairmen and scores of compliance chores will keep advisors busy throughout the New Year.

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  At FPA Denver, CFP Leadership Describes Consumer Branding Campaign

  By John Sullivan, Advisorone  |  October 11, 2010

  Leaders of the Certified Financial Planner Board of Standards met with the editorial staff of AdvisorOne on Monday to discuss the organization's national consumer advertising campaign.

• CFP Board Creates New Marketing, Biz Development Position

  By Melanie Waddell, AdvisorOne  |  July 27, 2010

• CFP Board Creates New Marketing, Biz Development Position

  By Melanie Waddell, AdvisorOne  |  June 11, 2010

  The CFP Board has created a new managing director, marketing and business development position to increase public awareness of the CFP certification, and has hired...

• CFP Board Creates New Marketing, Business Development Position

  By Melanie Waddell, AdvisorOne  |  June 10, 2010

  The CFP Board has created a new managing director, marketing and business development position to increase public awareness of the CFP certification, and has hired Tom Crowder to fill the position.

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  Respecting Our Elders

  By Bob Clark, AdvisorOne, Bob Clark, AdvisorOne  |  October 26, 2009

  Advisor Morris Armstrong recently took the CFP Board to task on his "Financial Planning for You" blog over the issue of "grandfathering." A ChFC himself,...