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CFP Board to launch new round of ads to build public awareness of designation

August 28, 2018

The Certified Financial Planner Board of Standards Inc. will launch a new round of national advertising next week to raise public awareness of the credential. The $11.7 million campaign is designed to create demand for investment advice from...

Client divorce splits advisers' fiduciary duty of loyalty

August 22, 2018

When a client couple divorces, their adviser relationship must change too. What was once a singular fiduciary duty of loyalty splits in two. "Success" in these situations requires the adviser to serve the best interests of the separated clients,...

CFP Board encrypting digital certificates with blockchain technology

August 21, 2018

The Certified Financial Planner Board of Standards Inc. will roll out digital certificates later this year that use blockchain technology to verify financial advisers, according to a newsletter from the group. According to the note from Kevin...

The business case for diversity and inclusion: Is there one?

August 18, 2018

Is there a business case for diversity and inclusion? As an African-American female, one might assume my response would be a resounding "Yes!" Let's set this assumption aside for a moment, knowing that assumptions without facts don't hold substance...

The rise of the female financial adviser

August 8, 2018

Our industry has long lamented the small percentage of female advisers. Indeed, the data show that only around 17% of all advisers are women. But has the time (finally!) come for the rise of the female financial adviser? The Tipping Point We...

Viewpoints differ on diversity and inclusion, but this we agree on: There are many ways to improve

August 4, 2018

Diversity is​ viewed in very different ways by readers of InvestmentNews. This came into sharp focus when reading the responses to a survey on diversity we conducted in July as a sounding board for this week's issue. This edition of InvestmentNews...

Why a lack of diversity among financial planners persists

August 4, 2018

A recent Pew Research Center study found that the majority of Americans say growing racial and ethnic diversity makes the U.S. a better place to live. While the country is experiencing an increase in diversity, the financial planning profession...

Adviser compensation involves a conflict that can be managed — but not avoided

July 30, 2018

Over the past year, the Certified Financial Planner Board of Standards imposed discipline on several individuals regarding the way they disclosed compensation to clients and prospective clients. Specifically, the cases involved uses of the term...

Missouri lawmaker says don't worry, law won't curb use of CFP designation

June 27, 2018

A Missouri state lawmaker is trying to reassure certified financial planners that a bill recently signed into law won't curb use of the CFP credential. Rep. Derek Grier, a Republican member of the Missouri House of Representatives, was the author...

The legacy of the DOL fiduciary rule: Almost gone, but never forgotten

June 2, 2018

Even as the Labor Department's​ fiduciary rule teeters on the edge of demise, its legacy will continue to profoundly influence how investment advice is delivered. The regulation's likely obituary will not be as heart-wrenching for its supporters...

TV show paints bleak picture of financial planners

May 29, 2018

It is not often that a financial planner is portrayed on television or films doing what real financial planners do. Most TV series and movies feature over-the-top portrayals of bombastic brokers, crooked hedge fund managers and greedy investment...

Why we must create a more diverse and sustainable financial planning profession

May 19, 2018

According to the Bureau of Labor Statistics, employment of personal financial advisers is projected to grow 15% from 2016 to 2026. As the population ages and life expectancy increases, the demand for financial planning advice should continue....

Want to boost diversity of advisers and clients? Begin with the business case

May 11, 2018

Yonhee Choi​ Gordon's father wanted her to be a doctor or a lawyer, or to marry one. In fact, her career as a financial adviser was a decade old before he gave up on the idea of her going to law school, even though he was an accountant. "It's...

CFP Board takes on racial, ethnic diversity

May 10, 2018

The fact that the financial planning industry is made up mostly of white men is a problem that needs to be addressed, according to a report out today from the CFP Board Center for Financial Planning. The comprehensive study, which included interviews...

CFP Board fights restrictive state licensing requirements

May 9, 2018

The Certified Financial Planner Board of Standards Inc. is fighting efforts at the state level to impose professional licensing requirements that would curb the use of its designation. On Wednesday, the CFP Board achieved initial success when...

Her road to financial advice was paved by her Vietnamese parents

May 5, 2018

Financial education and economic justice are at the core of Just Wealth, a financial planning firm founded last year by first-generation American and former teacher Phuong Luong (pronounced Fong Long), whose parents immigrated to the U.S. from...

Ask the Ethicist: CFP professional wonders about possible part-time gig

April 30, 2018

Question: I am a newly minted CFP professional. Last year I launched a solo practice offering modular as well as comprehensive financial planning on a fee-only basis. I charge clients a subscription fee as well as hourly fees for services not...

Financial advisers need steady learning to keep earning

April 26, 2018

It's time for financial professionals to become a profession in substance, not just in name. The Securities and Exchange Commission proposed new rules for brokers and financial advisers last week. Observers have understandably focused on the...

The emperor of financial planning has no clothes

April 10, 2018

Financial planning is rapidly becoming a universally recognized profession. Over the past 20 years, the CFP certification has become widely acknowledged and respected among the general public and the financial community. The CFP Board, while...

What does the new CFP standard mean for a CFP at a wirehouse?

March 29, 2018

Question: I am a CFP professional working for a major wirehouse. I provide investment management services and charge an asset management fee tied to the size of the account. I can do financial planning for clients, when needed or requested,...

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