Standards

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  4 Tips for Paying Down Student Debt

  By Danielle Andrus, AdvisorOne  |  June 6, 2013

  Eleanor Blayney called the cycle of school-loan-job-debt the “catch-22 of the real world” in a blog post written for the CFP Board on Wednesday.

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  New Hire Roundup: Magner Moves Up at Mercer

  By Marlene Y. Satter, AdvisorOne  |  May 29, 2013

  This week in new hires, Mercer announced a new position for Liana Magner and NAPFA named three to its board of directors.

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  CFP Board Appoints Panel to Boost Number of Female Advisors

  By Melanie Waddell, AdvisorOne  |  May 15, 2013

  The CFP Board announced Wednesday an initiative to boost the number of women advisors in the field, including CFPs, as the number of female CFPs hasn’t budged for a decade.

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  Strategies to Improve CE Credit: More Is Better

  By Michael E. Kitces  |  April 19, 2013

  The more CE required, the more demand there is for CE credit, and the more providers willing to try to craft quality CE credit.

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  CFPB Calls for ‘Rigorous’ Standards for Senior Designations

  By Melanie Waddell, AdvisorOne  |  April 18, 2013

  The CFPB told Congress, the SEC and state regulators that the alphabet soup of “senior designations”—more than 50—confuses older Americans and that a three-pronged approach is needed to protect the elderly from fraud.

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  Top 10 Ways to Stop Elder Financial Scams

  By Melanie Waddell, AdvisorOne  |  March 28, 2013

  CFP Board consumer advocate Eleanor Blayney describes 10 common situations in which older Americans are vulnerable to financial abuse and offers advice to guard against it.

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  New Hire Roundup: Collins Named as TDAI’s Head of Advisor Transitions

  By Marlene Y. Satter, AdvisorOne  |  March 20, 2013

  Also this week in new hires, John Mastal joined Convergent Wealth, and E. Thomas Johnson Jr. went to Retirement Clearinghouse.

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  CFP Board Hires Cranford as New Lobbyist

  By Melanie Waddell, AdvisorOne  |  March 18, 2013

  The CFP Board has beefed up its lobbying power by hiring Todd Cranford, who advised former Rep. Barney Frank, D-Mass.

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  NAPFA to Advisors: CFP Designation or Bust

  By Joyce Hanson, AdvisorOne  |  December 4, 2012

  NAPFA said Tuesday that it would only accept the CFP designation for people who applied to be NAPFA-registered financial advisors.

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  CFP Board Names Aikin, 2 Others to Board of Directors

  By Melanie Waddell, AdvisorOne  |  November 15, 2012

  The CFP Board announced Thursday that it had elected three new directors to the Board of Directors at its Fall 2012 meeting: Blaine F. Aikin, Arthur Laby and Thomas Nelson.