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Investment Advisor
November 2006
Kara Stapleton |
Group Think The Financial Planning Association announced the winners of its first-ever Heart of Financial Planning Distinguished Service Awards, recognizing those who engage in exceptional work and contribute to the financial planning community or to the public.   |
Investment Advisor
September 2008 |
Group Think The CFP Board has hired Marilyn Mohrman-Gillis... The Financial Planning Association added David Cohen... Stephen Mitchell was named COO of the Retirement Income Industry Association... The FPA and Janus announced the winners of the 2008 Financial Frontiers Awards competition... |
Investment Advisor
December 2006
Dan Moisand |
Accentuate the Positive The president of the Financial Planning Association points out some positive things done by the CFP Board. |
Investment Advisor
December 2006
Kara Stapleton |
Briefs The Financial Planning Association endorsed a proposed rule... The CFP Board voted to approve changes to its governance policy... |
Investment Advisor
January 2006 |
Letters: Standards v. Membership Readers respond: While FPA is willing, even anxious to find common ground, FPA simply will not compromise its values or the profession's standards... Thanks for the Memories... etc. |
Registered Rep.
April 11, 2014
Diana Britton |
Is the CFP Board Losing Credibility in the Eyes of Advisors? WealthManagement.com surveyed 321 CFP holders and found that one-third believe the recent scandals detract from the perceived value of the designation. |
Registered Rep.
June 1, 2004
Allen Plummer |
Over the Top There's one big problem with being on top, and the organization that administers the Certified Financial Planner designation is in the process of learning all about it. |
Bio-IT World
August 2005
Kevin Davies |
Special Report: Bio-IT World Best Practices 2005 Each year, the Best Practices awards program spotlights examples of the most outstanding innovations, technologies, and practices in the drug discovery pipeline. |
Financial Advisor
April 2004
David Diesslin |
CFP Board Has A Mission The Certified Financial Planner Board has a mission beyond certification, which includes education and international standards. |
Registered Rep.
April 23, 2014
David Armstrong |
Editor's Letter: May 2014 The CFP Board's refusal to recognize problems doesn't bode well for the future of an organization that continues to play a vital role. |
Investment Advisor
January 2009
Kara P. Stapleton |
Group Think News from the CFP and FPA. |
Investment Advisor
June 2008
Robert F. Keane |
FPA Focuses on Future Building relationships, exploring possibilities, and establishing a standard of care for financial professionals are items on the FPA's agenda for this year. |
Investment Advisor
November 2009 |
GroupThink Association news: A new universal standard of care to broker/dealers is urged... The Financial Planning Association and Janus Capital Group Inc. announced the winners of the 2009 Financial Frontiers Awards... |
Financial Advisor
November 2012
Karen DeMasters |
FPA Membership Slide Stabilizes A free fall in the Financial Planning Association's membership over the last few years has stabilized, and the organization's new leaders say they're hopeful a turnaround is in the offing. |
Financial Advisor
July 2006 |
Frontline News FPA Members Support Fiduciary Standards... NAPFA Honors Bradley For Exemption Stance... Focused On The Top, Focus Grows Again... Planners Stay Happy Despite Earnings Decline... etc. |
Financial Planning
July 1, 2013
Scott Wenger |
FPA's Michael Branham: Succession on His Mind The FPA s president says advisors of all ages should be thinking about the next chapter of their careers. |
The Motley Fool
July 23, 2004
Tim Beyers |
Can Janus' News Get Worse? The company's latest report was unfavorable. Are more dreary days ahead, or is the mutual fund manager readying for a revival? |
The Motley Fool
November 27, 2006
Dan Caplinger |
Financial Planning Ethics With the increasing complexity of the financial world, it's increasingly important to find professionals you can trust. By choosing a financial planner who is governed by strict ethical principles and guidelines, you can feel more confident that you will get the advice and assistance you deserve. |
Investment Advisor
March 2009
Kara P. Stapleton |
Group Think News about the FPA, American College, CFP Board, and IMCA. |
Financial Advisor
May 2012 |
CFP Board Shortens Certification Time The Certified Financial Planner Board of Standards last month said it's amending its regulations to shorten the time needed to qualify for CFP certification from three years to two if the person has two years of experience. |
Financial Advisor
September 2006 |
Frontline News Optional Fiduciary Stance Challenged... Retired Widow Wins Fiduciary Case Against Advisor... Investors Still Expecting High Returns... Investors Want Choice... Advisors Optimistic About Growth Prospects... etc. |
The Motley Fool
September 8, 2005
Rick Aristotle Munarriz |
Janus Turns the Other Cheek Performance is perhaps the best way to get jaded shareowners back into your good graces. That's why it has to be heartening for Janus to see a few of its funds doing so well relative to its hundreds of rivals. |
Financial Planning
January 1, 2011
Donna Mitchell |
Spreading the News After being educated about the requirements for a CFP and the approach these planners take in offering financial advice, consumers say they are more likely to seek out a CFP for help with managing their money. |
Financial Advisor
July 2004 |
Problems Cited In Broker-Dealers' Variable Insurance Sales and More The newly released study comes as the NASD is proposing new rules governing the sale of deferred variable annuities... Board Of Standards Increases CFP Certification Fee... Technology Continues To Frustrate Advisors, FPA Study Says... etc. |
Financial Advisor
March 2004 |
Letters To The Editor FLP Flaws Come From Implementation, Not Strategy... Nick Murray Does It Again... No Bullion Here... etc. |
Investment Advisor
August 2010
Olivia Mellan |
Eleanor Blayney Eleanor Blayney earned CFP certification in 1990. The firm she co-founded, Sullivan, Bruyette, Speros and Blayney, became a success. |
Investment Advisor
October 2007
K. McBride & K. Stapleton |
Birds of a Feather More than ever, the professional associations that cater to financial planners and advisors are having a meaningful impact outside the planning community itself, among consumers, in the courts, and on Capitol Hill. |
