Noel Maye

• 

  CFPs Worldwide Have ‘Renewed Focus’ on Consumer Protection, FPSB Chief Says

  By Melanie Waddell, AdvisorOne  |  October 31, 2011

  CFPs around the world have a “renewed focus on consumer protection,” with the Dodd-Frank Act influencing the profession on a global scale, the CEO of the Financial Planning Standards Board (FPSB) said on Monday.

• Universal Standards

  By Marie Swift  |  October 1, 2008

  In my last article, I relayed the startling statistic that by the end of this year, the number of non-U.S. CFP certificants will almost surely...

• Globalization Now

  By Melanie Waddell, AdvisorOne  |  July 1, 2008

  Globalization. We hear the term over and over nowadays yet it's often hard to define succinctly because it encompasses myriad issues. At its core, globalization...

• Rule Britannia

  By Vanessa Drucker  |  October 1, 2006

  Fee-only financial planning and wealth management emerged in the U.S. in their modern forms. But while U.S. pioneers remain at the profession's cutting edge, they...