Trade Associations
What Does FPA's Partnership With The Accredited Financial Counselor Designation Mean To CFPs?
The Financial Planning Association recently announced an alliance with the Association for Financial Counseling and Planning Education. AFCPE provides designations to financial advisors and you have to wonder if the partnership could affect the value of the Certified Financial Planner designation.
Financial Services Institute Goes Head To Head With Financial Planning Coalition Over Fiduciary Standard
The Financial Services Institute is made up primarily of independent broker-dealer reps. They're not fans of the Labor Department's efforts to enforce a fiduciary standard on all retirement plan advisors.
Financial Services Institute Holds Its Annual Meeting, Highlighting Its Growth As Financial Planning Association Struggles
At Financial Service Institute’s (FSI) annual conference this morning, it was clear that the trade group has deftly steered a course toward growth and influence as the Financial Planning Association (FPA) has stumbled.
CFP Board Looks To Move Bankruptcy Cases To A Disclosure-Only Basis, Freeing Up Resources For Other Enforcement
The CFP Board is calling for comments on a proposed change in the way it discloses CFP declaring personal bankruptcy. The move will let certificants who have filed for bankruptcy in the last five years avoid discipline, but they will still need to disclose their credit status.
Brokerage, Insurance Groups Eager To "Help" The Labor Department Rewrite The Fiduciary Rules
The Labor Department has gone to the biggest trade groups in the financial industry for guidance on whether its proposed fiduciary rules will have an impact on their business. The giants have jumped at the chance.
More Articles ...
- RIAs Driving New Wave Of Interest In CIMA Designation, IMCA Membership
- Alan Goldfarb, CFP, To Serve As 2012 Chair Of CFP Board's Board of Directors
- Sizing Up The Powerful Forces Aligned To Fight Making FINRA The SRO For RIAs
- Regulation, Younger Advisors Are Key Issues For The Financial Planning Association's Next President
