Kevin Keller

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  The CFP Board’s CE Proposal: What’s Driving This Flawed Idea?

  By Michael E. Kitces  |  May 22, 2013

  In the final post in a series, an exploration of what may be behind the CFP Board’s proposal to offer continuing education. Is it looking to compete with other planning associations?

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  The CFP Board’s CE Proposal: Real Strategies to Improve Continuing Ed

  By Michael E. Kitces  |  May 21, 2013

  In the second of a three-post series on the CFP Board’s proposal to offer continuing education itself, some modest proposals to really improve CE, along with a warning on how the Board’s proposal is rife with conflicts of interest.

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  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.

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  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.

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  Publish and Perish?

  By Bob Clark  |  April 29, 2013

  Do we really need another book about financial planning?

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  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.

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  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.

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  Top 10 Ways to Stop Elder Financial Scams

  By Melanie Waddell, AdvisorOne  |  March 28, 2013

  CFP Board consumer advocate Eleanor Blayney describes 10 common situations in which older Americans are vulnerable to financial abuse and offers advice to guard against it.

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  TD’s Schweiss Keeps Tabs on Hot-Button Regulatory Issues

  By John Sullivan, AdvisorOne  |  February 7, 2013

  Far from “dying on the vine,” the SEC fiduciary issue will remain in play, TD's Skip Schweiss says.

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  CFP Board Seeks Further Review of Proposed CE Rules

  By Melanie Waddell, AdvisorOne  |  December 5, 2012

  The Board announced that while there were no forthcoming changes to the CE requirements for CFP certification, the Board was seeking further review of previously proposed changes before making any modifications.