Lassus Wherley

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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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  Diahann Lassus: Women in Wealth Profile

  By Kathleen McBride, AdvisorOne  |  April 26, 2011

  When it comes to wealth management, who influences the influencers?

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  Estate Tax Reform: Harold Evensky and Diahann Lassus Weigh In

  By Kathleen McBride, AdvisorOne  |  December 13, 2010

  There is a proposal in the Senate’s pending tax-cut bill to revamp estate taxes for 2011 from what was scheduled to become law on Jan. 1 if Congress took no action.

• PROFESSIONAL GROUPS UNITE

  By Staff Writer  |  January 1, 2009

  "Exploratory meetings" are underway between the Certified Financial Planner Board of Standards, Financial Planning Association and National Association of Personal Financial Advisors to establish "appropriate...