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Fidelity's David Canter makes financial advice his Boston Marathon cause

March 20, 2017

David Canter, the newly appointed head of the RIA segment at Fidelity Custody & Clearing Solutions, will be running next month's Boston Marathon with the financial planning industry top of mind. Mr. Canter, 48, has named the CFP Board's Center...

College planning programs in need of financial aid

February 26, 2017

Hit hard by an 18% drop in state funding over the past six years, Kansas State University can't even afford to teach its 65 financial planning students how to use such popular planning programs as MoneyGuidePro or Morningstar Advisor. "We're...

Working to spark a global movement for pro bono financial planning

February 14, 2017

The United States has a long history of connecting the financial planning community to people in need. For 22 years now, we've helped fund vital programs that connect volunteer financial planners to underserved people who need no-strings-attached,...

Betterment now offering human advice with its robo

January 31, 2017

Betterment is the latest digital financial advice firm to incorporate live planners into their business model, as the line between traditional and robo-advisers continues to blur. The New York-based firm has hired about a dozen financial advisers,...

Advisory firm PagnatoKarp expands concierge services to smaller clients

January 27, 2017

It isn't just ultra-wealthy clients today who have access to concierge services through financial advisory firms. With competition for clients heating up and pressure on fees, some advisers are reaching down to clients with fewer resources to...

CFP Board gets nod in Labor Department's investor fiduciary FAQs

January 17, 2017

If 30 questions weren't enough to satisfy investors' queries about a Labor Department investment advice rule, the agency provided additional resources at the end of a document released last Friday. Only two groups cited in the coda to the frequently...

Did the Department of Labor get it right with the fiduciary rule?

December 28, 2016

Executives from organizations including AARP, CFP Board, Institute for the Fiduciary Standard, National Association of Insurance and Financial Advisors, and Rebalance IRA weigh in on why they're "cautiously optimistic."

Tools financial technology companies plan to bring advisers in 2017

December 16, 2016

Advisers wondering what their technology providers will offer next year will be happy to know that they're focused on the same thing that most advisers emphasize — the client. Many of the tools financial technology companies plan to deliver...

Financial advisers must adapt quickly to competition from robos to stay in business: CFP Board

December 15, 2016

Financial advisers and their firms will need to evolve over the next five years or they may face an inhospitable landscape where most clients' needs are met by digital advice platforms, a new report concludes. Although the precise impact that...

Ask the Ethicist: How can advisers most accurately describe their compensation to the CFP Board?

November 30, 2016

Not all advisers fit into the options the CFP Board provides to report their compensation. Dan Candura, founder of Candura Group, shares what an adviser should do if they don't fit neatly into the categories provided.

Presidential election sparks awareness of gender issues

November 21, 2016

As we all know, the presidential election of 2016 was the first time a female appeared on the ballot as a major-party candidate. After a particularly hard-fought campaign, Hillary Clinton said in her concession speech, “I know we still haven't...

CFP Board swings for fences with World Series ads

November 3, 2016

The Chicago Cubs and Cleveland Indians were not the only ones swinging for the fences in Game 7 of the World Series Wednesday night — so was the Certified Financial Planner Board of Standards Inc. The Fox telecast, the highest-rated baseball...

Certified Financial Planner Board suspends California adviser for defrauding pro-athletes

October 31, 2016

The Certified Financial Planner Board of Standards has temporarily suspended Ash Narayan, an investment adviser in Irvine, Calif., for allegedly siphoning millions of dollars from pro athletes. The CFP Board said Monday it made the decision...

Appeals court upholds dismissal of Camarda fee-only case against CFP Board

October 4, 2016

A federal appeals court Tuesday upheld a lower-court decision to dismiss a lawsuit by Florida advisers who claimed the Certified Financial Planner Board of Standards Inc. unfairly punished them for describing their compensation as fee-only....

Judging the presidential candidates by the CFP Board's standards of conduct

September 30, 2016

For the last year whenever I spoke to groups of CFP professionals across the United States I conducted an informal survey of the audience's preferences in the upcoming presidential election. I use a tool that allows participants to answer anonymously...

Fintech to make financial advisers better behavioral coaches

September 14, 2016

Five years from now financial advisers will be spending more time with clients and they'll be doing a better job of stopping them from making bad investment decisions, according to financial technology leaders. In addition to fintech innovations...

Appeals court judge questions Camardas' claim in fee-only case against CFP Board

September 7, 2016

A lawyer for two Florida planners who are suing the CFP Board was grilled at an appeals court hearing Wednesday over a claim at the heart of their case. Jeffrey S. York, who is representing Jeffrey and Kimberly Camarda, argued that the CFP Board...

FPA seeks more influence over CFP Board, regulators by creating advisory council

September 7, 2016

The Financial Planning Association announced Wednesday it is forming a special advisory group designed to give members more influence over organizations that govern them. The FPA Member Advocacy Council will take input regarding the activities...

Camardas want documents unsealed for appeal of fee-only case against CFP Board

September 6, 2016

Two Florida financial planners suing the Certified Financial Planner Board of Standards Inc. in a dispute over how they describe their compensation are seeking to open court documents that they say show that the organization singled them out...

Demand for female advisers eventually will come from female clients

September 4, 2016

At the dawn of the millennium, The Economist proclaimed it was time to “forget China, India and the internet. The future of the world economy lies increasingly in female hands.” This was heady stuff, especially for me as a female CFP professional...

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