As CEO of the Certified Financial Planner Board of Standards (CFP) Board, Kevin Keller says associations have tremendous power to bring people together and to achieve things they couldn't do on their own.
“That’s the whole idea,” he admits. “The kinds of achievements we’ve had of bringing folks together helped shape industries and professions. They strengthened communities and, in our case, we feel like we're really improving the lives of millions of people. It's that collective action.”
Based in Washington, D.C., Keller believes he has the best job on K Street, Washington, DC's renowned hb of lobbyists and associations, because “CFP professionals change people's lives,” he said.
“We at CFP Board envision a future where every American has access to competent and ethical financial planning. It's that mission and that vision that motivates me and the 120-plus staff here at CFP Board on an ongoing basis.”
“We live in Washington. I could be representing any number of different special interests, but this is one that's special to me,” he added.
Indeed, it’s that mission and vision that also has Keller being recognized as an InvestmentNews Awards 2024 Excellence Awardee, with the winners announced on June 20 at 583 Park Avenue, New York City in a glitzy, red carpet ceremony. Click here to register to attend.
Keller offers some advice for up-and-coming financial planners. “Chase what you want.”
“Find a career that's rewarding and find that work-life balance. That could be a career in financial planning for many people,” he said.
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
Reshuffle provides strong indication of where the regulator's priorities now lie.
Goldman Sachs Asset Management report reveals sharpened focus on annuities.
Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.
Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave