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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...

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,...

CFP Board expands fiduciary duty for financial advisers

March 29, 2018

The Certified Financial Planner Board of Standards Inc. has unanimously approved an expanded fiduciary standard as part of a revamp of the designation's conduct requirements. Under the new rule, all CFPs — including brokers — must act in...

An American CFP's experience in the land down under

March 27, 2018

Earlier this year, I spoke in Australia at Real Women Global, a women's empowerment organization, about my experience as a woman in the financial services industry. During my travels, I met fellow certified financial planner professionals from...

Women's History Month: Celebrating the women of financial planning

March 22, 2018

March marks the 31st year of National Women's History Month, which was designated by the U.S. Congress in 1987 as a time each year when the nation can collectively acknowledge and celebrate the achievements of American women. Over the past 31...

Eight brokerage firms urge CFP Board to delay new fiduciary standards

February 5, 2018

Eight major brokerage firms are calling on the Certified Financial Planner Board of Standards Inc. to halt its effort to raise the investment-advice requirement attached to the designation until the Securities and Exchange Commission proposes...

CFP Board's new head of gender diversity lays out her agenda

January 30, 2018

Kathleen McQuiggan wants to see more females in financial services, not just because she's a woman, but because she believes greater diversity is good for the industry, and ultimately good for financial planning clients. Ms. McQuiggan, 49, is...

The mutual fund men's club needs more women

January 30, 2018

By now we know that having more women on leadership teams enhances businesses. We also know that women have qualities that make them good investors, such as their approach to risk. Why then are there still so few women money managers? The figures...

Major financial trade groups to CFP Board: Slow the effort to raise mark's fiduciary standard

January 25, 2018

Two prominent financial industry trade groups want the Certified Financial Planner Board of Standards Inc. to halt its effort to raise the designation's advice standard until the Securities and Exchange Commission has proposed its own fiduciary...

CFP Board appoints Kathleen McQuiggan special adviser on gender diversity

January 16, 2018

The Certified Financial Planner Board of Standards Inc.'s Center for Financial Planning has appointed Kathleen McQuiggan its special adviser on gender diversity to help guide its Women's Initiative (WIN), which addresses the shortage of women...

Time's up for feminine famine in financial planning?

January 10, 2018

Here's my personal wish for 2018: As #MeToo gives way to #TimesUp as Hollywood's response to sexual harassment charges, I hope a similar resolve to boost the ranks of female financial advisers finds new inspiration to transform the profession...

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