Professional Review

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  FPA Backs Fiduciary Standard, Reaches Out to FSI Members

  By James J. Green, AdvisorOne, Kathleen McBride, AdvisorOne  |  March 2, 2011

  The FPA is sticking by its fiduciary standard of care, says group president Martin Kurtz, and is also looking to re-engage FSI members while searching for ways to help provide education and advice to more Americans.

• GroupThink

  By Staff Writer  |  December 1, 2009

  The Financial Planning Association (FPA) has announced Martin Kurtz as the group's 2010 president-elect. He succeeds Tom Potts, who assumes the FPA's presidency on January...

• Group Think

  By Kara P. Stapleton  |  February 1, 2009

  ? The Certified Financial Planner Board of Standards released January 2 proposed revisions to its Disciplinary Rules and Procedures that it says outline the duties...

• CFP Board Proposes Revisions on Ethics Commission

  By James J. Green, AdvisorOne  |  January 5, 2009

  The Certified Financial Planner Board of Standards released January 2 proposed revisions to its Disciplinary Rules and Procedures

• More Changes at the CFP Board

  By Kara P. Stapleton  |  September 29, 2008

  The Board of Directors of the Certified Financial Planner Board of Standards has elected Robert Glovsky as chair-elect, effective January 1, 2009, when Marilyn Capelli Dimitroff begins her term as 2009 chair. Glovsky, president of Mint Levin Financial Advisors in Boston, will then serve as the CFP Board's 2010 chair...

• CFP's DEC Stepping Down

  By Staff Writer  |  May 1, 2008

  At its January 17-18, 2008 meeting, the Directors of the CFP Board of Standards unanimously decided to delegate to the CEO the authority to "appoint...