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FPA, CFP Board diverge on DOL investment advice proposal

FPA, CFP Board diverge on DOL investment advice proposal
investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.

Leo rydzewskiKevin kellerPatrick mahoneyMatthew boersenFinancial planning coalitionNational association of personal financial advisorsDepartment of laborFinancial planning associationCertified financial planner boardNational associationPersonal financialClaudia cypher kaneBeacon wealthStraight path wealth management

Survey finds CFPs are in the money

Survey finds CFPs are in the money
investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.

United statesKevin kellerMatthew boersenBrad jacobsCertified financial planner board of standards incCertified financial planner boardIndustry insightsStraight path wealth managementFew billion

New CFP Board Chair Expects New Sanction Guidelines by Mid-2023

New CFP Board Chair for 2023 Dan Moisand hoped for sanction guideline revisions to be released by the middle of the year.

Kevin kellerMatthew boersenDaniel moisandStandards enforcement committeeEthics commissionFinancial planning associationChair danielKamila elliottPractice standardsFinancial planningGrand rapidsStraight path wealth management

CFP Board Elects 3 New Directors

Marguerita Cheng, Richard Shaw and Steve Wallman have been elected to three-year terms on the CFP Board of Directors.

United statesDan moisandNatalie wolfsenLatha ramchandMatthew boersenMarguerita rita chengMarguerita chengBill clintonSteve wallmanCovington burlingRichard shawKevinr kellerRon greenBoard nominating committeeEducation centerNational capital area

CFP Board Elects Three New Directors

Marguerita Cheng, Richard Shaw and Steve Wallman have been elected to three-year terms on the CFP Board of Directors.

New yorkUnited statesTeatown lakeDan moisandNatalie wolfsenLatha ramchandMatthew boersenMarguerita rita chengMarguerita chengBill clintonSteve wallmanCovington burlingRichard shawKevinr kellerRon greenBoard nominating committee