Kevin Keller

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  CFP Board Chairman Goldfarb’s Resignation Raises Questions

  By Melanie Waddell, AdvisorOne  |  November 20, 2012

  It was an unexpected—and shocking—announcement: Alan Goldfarb, chair of the CFP Board’s board of directors, resigned in early November along with two members of the Board’s Disciplinary and Ethics Commission (DEC).

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  In Shakeup, FPA Outsources Washington Lobbying Efforts

  By James J. Green, AdvisorOne  |  November 16, 2012

  Restructuring is part of an overall plan to focus on planner group’s strategic vision being put in place by new CEO Lauren Schadle.

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  CFP Board’s Keller on Goldfarb Case: ‘Let the Process Play Through’

  By James J. Green, AdvisorOne  |  November 16, 2012

  At Schwab Impact conference, CFP Board's CEO also discusses three new board members; number of certificants stands at 67,324.

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  CFP Board Names Aikin, 2 Others to Board of Directors

  By Melanie Waddell, AdvisorOne  |  November 15, 2012

  The CFP Board announced Thursday that it had elected three new directors to the Board of Directors at its Fall 2012 meeting: Blaine F. Aikin, Arthur Laby and Thomas Nelson.

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  CFP Board Business Meeting Addresses Goldfarb Resignation

  By Melanie Waddell, AdvisorOne  |  November 13, 2012

  The CFP Board opened its Nov. 9 business meeting with a question about the recent resignation of the Board’s Chairman, Alan Goldfarb.

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  Are CFP Board Leadership Resignations a Weakness or Strength? Pt. 1

  By Michael E. Kitces  |  November 9, 2012

  The financial planning community was stunned by the announcement that Alan Goldfarb resigned.

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  Clear as Mud: The CFP Board’s Blackbox Oversight Process on Ethics

  By Bob Clark, AdvisorOne  |  November 7, 2012

  In the digital age, the Board’s process in the Alan Goldfarb, et al., case just doesn’t cut it. And what’s up with The American College piling on?

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  CFP Board: Let CFPs Vote on the Future of Financial Planning’s Character

  By Knut A. Rostad  |  November 6, 2012

  The CFP Board should affirm the fiduciary duty's importance to CFPs and welcome a referendum of its designees to determine its way forward.

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  The State of Investor Trust, or Distrust, Fiduciary and the CFP Board

  By Knut A. Rostad  |  October 25, 2012

  Is the argument over a fiduciary standard for all advice-givers, and the CFP Board's position on a fiduciary standard for CFPs, missing the bigger point?

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  The Curious Case of the CFP Board and a Double-Dipping CFP

  By Bob Clark, AdvisorOne  |  September 24, 2012

  At issue: Can there really be extenuating circumstances to an advisor double dipping?