Marilyn Mohrman-Gillis

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  Financial Planning Coalition Tells Congress to Support Fiduciary Duty

  By Kathleen McBride, AdvisorOne  |  March 29, 2011

  Coalition also wants Congress to fund the SEC so it can fulfill its responsibilities.

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  At TD Ameritrade Conference, Differing Views on Implementing Fiduciary Standard

  By John Sullivan, AdvisorOne  |  February 3, 2011

  Panel of opinionated experts provides insight, suggest likely next steps for SEC studies.

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  As Fiduciary, SRO Reports Loom, Financial Planning Coalition Airs Worries

  By Melanie Waddell, AdvisorOne  |  January 13, 2011

  Next week is a crucial one for advisors as three reports mandated under Dodd-Frank will be handed to Congress—the SEC will deliver its studies on the need for a SRO for advisors on Jan. 17 and fiduciary duty on Jan. 21, while the GAO will deliver its study on regulation...

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  Timing Is Everything: The CFP Board’s Ad Campaign, and Higher Fees

  By Bob Clark, AdvisorOne  |  November 2, 2010

  Bob Clark is schooled on the CFP Board's bid to raise dues on certificants by Marilyn Mohrman-Gillis of the Board.

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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.

• The Empire Steps Up

  By Bob Clark, AdvisorOne  |  October 1, 2010

  Readers of this column know I haven't been a big fan of the CFP Board and its leadership of the Financial Planning Coalition during Washington's...

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  Reform--and Fiduciary--Not Dead, Yet

  By Bob Clark, AdvisorOne, Bob Clark, AdvisorOne  |  June 4, 2010

  As the financial reform bill continues to work its way through the process of reconciling the Senate and House versions, the fiduciary duty for all...

• Long-Term Progress Reported by Financial Planning Coalition

  By James J. Green, AdvisorOne  |  June 1, 2010

  Speaking in San Antonio on April 23 during the FPA Retreat of the Coalition for Financial Planning's progress in having its voice heard in Washington,...

• Group Think

  By Staff Writer  |  September 1, 2008

  ?- The CFP Board has hired Marilyn Mohrman-Gillis as managing director, Public Policy, effective August 18. Mohrman-Gillis will be responsible for developing and overseeing CFP...

• 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.