linkedinyoutube

  • FAQ
  • About
  • A4A News
Sign In Sign Up
  • Forgot Login?
  • Sign up
  • Home
  • CE Webinars
  • CFP Ethics Class
  • Tools
    • FRITZ MEYER’S MONTHLY SLIDES AND TRANSCRIPTS
    • FRITZ MEYER FORTNIGHTLY VIDEO, SLIDES, AND TRANSCRIPT
  • My Subscriptions
  • Contact

  • 2012 Household Financial Planning Survey Highlights Differing Interests Of CFP Board Versus CFPs, Documents America’s Financial Pain, And Shows No Increase In Financial Planning By Americans Since 1997 — But Planning Works

  • A Source Tells Reuters That Former CFP Board Chair Alan Goldfarb Will Be Publicly Admonished By Board For Misleading Disclosure

  • AARP Joins Fiduciary Debate Alongside CFP Board, Financial Planning Association, And Other Consumer And Professonal Associations To Oppose Broker/Dealers And SIFMA

  • Alan Goldfarb, CFP, To Serve As 2012 Chair Of CFP Board's Board of Directors

  • An Advisor Affiliated With Retirement Income Industry Association And Its Retirement Management Analyst Designation Responds To My Post Saying Designation Proliferation Is A Disaster For Consumers

  • Are Advisors Able To Adhere To The CFP Board’s Fiduciary Standard?

  • Buried In The Newly Released 2011 Survey Of Trends In The Financial Planning Industry: Serious Challenges To The CFP Profession

  • CFA Level 1 Exam Prep Now Being Offered By The American College, Reflecting The Growing Popularity Of The CFA Designation

  • CFB Board Clears Regulatory Hurdle For Demanding Records From Would-Be Members

  • CFP Board Announces Chair Appointments To Disciplinary And Ethics Commission, Advisory Councils

  • CFP Board Campaigns Against Advisor Rip-Offs Even As Its Rules Largely Exempt CFPs From Acting As Fiduciaries

  • CFP Board Changes Experience Requirement And Procedures For CFPs Filing For Personal Bankruptcy As Well As Key Disciplinary Rules

  • CFP Board Crackdown Prompts Disciplinary Measures For Another 26 Planners

  • CFP Board Elects Four New Directors As Charles Moran, Others Prepare To Step Down

  • CFP Board Hires Merrill Lynch Exec To Run Its Industry Outreach Program

  • CFP Board Hires New Lobbyist Who Formerly Served As Senior Counsel To House Financial Services Committee

  • CFP Board Lambasted In Wall Street Journal; WSJ Blogger And Practitioner Allan Roth Questions Whether CFP Board Deserves To Be Trusted

  • CFP Board Launches Planning PR Campaign

  • CFP Board Looks To Move Bankruptcy Cases To A Disclosure-Only Basis, Freeing Up Resources For Other Enforcement

  • CFP Board Multimedia Series Sheds Light On When CFPs Are And Are Not Acting As Fiduciaries

  • CFP Board Responds To Questions About NAPFA's Decision To Require CFP For Membership, But Continues To Ignore Questions About Its Consumer Disclosures For CFPs Affiliated With A BD And Acting As Fiduciary

  • CFP Board Working On Firmer Planner Bankruptcy Rules

  • CFP Commercials Spark Controversy Among The Planners They're Supposed To Help

  • CFP® Board Invites Commentary On Its Proposed Sanctions For Policy Violators

  • CFP®s Are More Profitable, Have Happier Clients, And Are More Productive, A Recent Study Shows

  • Chairman Of CFP Board Resigns Along With Two Members Of Disciplinary And Ethics Committee Over Alleged Violations Of CFP Board Professional Standards Of Conduct

  • Clients Need Greater Disclosure And Clear Language In Choosing Advisors

  • Consumer Press Takes Note Of IMCA's CPWA Designation And Its Focus On Ultra-High-Net-Worth Individuals; Not Good News For CFPs

  • Did A Mere Technicality Force The Resignation Of CFP Board Chair Alan Goldfarb And Two Disciplinary And Ethics Commission Members?

  • Does CFP Board’s Suggested Disclosure For Form ADV Mislead Consumers About Whether Their Advisor Is A Fiduciary?

  • Financial Planners Still Lobbying For The Fiduciary Standard

  • Financial Planning Coalition Has Its Hands Full Promoting The Fiduciary Standard And Protecting RIA Oversight

  • Financial Planning Coalition, Taking On Wall Street And The SEC, In A David Versus Goliath Battle On The Fiduciary Standard

  • FINRA's Estimate Of Cost Of Establishing And Maintaining An SRO For RIAs Challenged By Coalition Representing RIAs

  • Following Up On A4A's Most Popular Story Of The Past Year: The Problem With The CFP Business Model

  • For CFPs To Be Regarded And Regulated As Professionals, Financial Planning Coalition Must Build Bridges, Not Walls; CFP Alignment With CFAs, CPAs, CPWAs Is In Consumers’ Best Interest

  • Guest Post: CFP Board Responds To Wall Street Journal Blogger Who Accused It Of Not Enforcing Fiduciary Standard; Says Incident In Which A CFP Allegedly Charged Client 5.29% Annually Occurred Before Fiduciary Standard Was Imposed

  • Guest Post: Wade Pfau, A Thought Leader In Retirement Planning, Responds To Discussion On RMA Versus CFP

  • Guest Post: Yodlee Is Offering Free Account Aggregation With An Investor Dashboard For Controlling Advisor Access; Another Sign Of Fee-Compression Coming

  • If All Alan Goldfarb Did Wrong Was Describe His Compensation As Salary On FPA’s “Find A Planner” Website, Did That Merit The Investigation That Compelled His Resignation? A Plea For Understanding

  • Is The Certified Financial Planner Designation Out Of Synch With Today's Financial Advice Consumer?

  • Latest CFP Board Disciplinary Actions Show The Group Is Fighting A Lot More Than Just Planner Bankruptcies

  • Major League Pitcher Denny Neagle Sues His Financial Planner

  • NAPFA Makes The CFP Designation A Requirement For Membership; Does That Decision Match Up With NAPFA's Mantra To Uphold The Fiduciary Standard?

  • Peer Rankings Of Advisors Based On Objective Measures Of Behavior & Professional Values

  • Retirement Income Industry Association To Answer Your Questions About Its Ties To Product Manufacturers And Whether It Is Adding To Designation Proliferation

  • Seeking To Transform Retirement Advice, RIIA Could Have Great Influence On The Financial Advice Profession In The Years Ahead

  • Sizing Up The Powerful Forces Aligned To Fight Making FINRA The SRO For RIAs

  • Survey: By Wide Majority, Most Advisors Say They Need Help From Professional Groups With Earning Fees On Financial Planning

  • Survey: Do You Make Money By Writing Financial Plans?

  • The CFP Business Model Needs Help And Here's What You Can Do About It

  • Underscoring Why The Financial Planning Coalition Is Headed In the Wrong Direction, 1,100 Advisors Attended AICPA’s Financial Planning Conference

  • What Does FPA's Partnership With The Accredited Financial Counselor Designation Mean To CFPs?

  • Who Were The Two Members Of CFP Board Disciplinary And Ethics Commission That Resigned Last Week? Figuring It Out Seems No More Difficult Than Doing A Google Search

  • Will There Be Enough CFPs To Replace Those Retiring?

Copyright 2024 Advisors4Advisors.
  • Webinars
  • FAQ
  • About
  • Privacy Policy
  • Terms Of Service

 

 
 
 
You'll be emailed a discount coupon for $30 off the CFP® Ethics Class after signing up for A4A's $60 quarterly membership, featuring Fritz Meyer, Bob Keebler, and Craig Israelsen.