Kevin Keller

• 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,...

• Watch Out. Reform Is on the Way

  By Melanie Waddell, AdvisorOne  |  January 1, 2009

  As the New Year unfolds, one thing is certain: financial services regulatory reform will be hotly debated in the 111th Congress, and perhaps some reforms...

• Planning Groups Flex Lobbying Muscle

  By Melanie Waddell, AdvisorOne  |  December 9, 2008

  Anticipating reform of the financial services industry during the 111th Congress, the leaders of three of the top financial planning organizations

• CFP Board Beefs Up DC Staff

  By Melanie Waddell, AdvisorOne  |  July 22, 2008

  Furthering its efforts to strengthen its presence in Washington, the CFP Board recently named Marilyn Mohrman-Gillis as its new managing director of public policy. Mohrman-Gillis will start her new position August 18.

• Group Think

  By Staff Writer  |  July 1, 2008

  The CFP Board has filed a comment letter with the SEC welcoming the Commission's proposal to improve the quality of information that investment advisors must...

• With Friends Like These...

  By Bob Clark, AdvisorOne, Bob Clark, AdvisorOne  |  July 1, 2008

  My sense is that these days, some financial planners have become ambivalent about the doings of the CFP Board. So you may or may not...

• About Those Resignations

  By Staff Writer  |  June 1, 2008

  Last month in this space, we ran the letter of resignation submitted to the CFP Board by the certificant members of the Board's Disciplinary and...

• On a Mission

  By Melanie Waddell, AdvisorOne  |  June 1, 2008

  Kevin Keller celebrated his first year as CEO of the CFP Board of Standards on May 1, 2008. During Keller's first year on the job,...

• CFP Board Adds Five to DEC

  By Robert F. Keane  |  May 20, 2008

  A new Chair and four members have been appointed by the Board of Directors of the Certified Financial Planner Board of Standard to its nine-member Disciplinary and Ethics Commission.