January 8 release of the survey, the results of the survey and several experts who will share their views of Jack Bogle or speak on the survey results regarding his principles, impact on investing and the remarkable story which is Vanguard.
The CFP Board Steps Up (Almost)
The CFP Board has made an important step in addressing material conflicts. Can it shadow President Kennedy’s pledge – and get to the Moon?
How Financial Planning Can Become a True Profession
by Ron A. Rhoades, JD, CFP®
There are many prerequisites to becoming a true profession. Have we satisfied those requirements? And if so – do we desire to take the next step – seeking true status as a profession through legislation?
Major Insurer Exposes the Weakness in the CFP Board’s Standards
The Northwestern Mutual disclosure is a case study that underscores that CFPs need greater guidance.
Women Leading The Finance Industry: Deborah S. Bosley
Deborah S. Bosley of The Plain Language Group has been recognized as a woman “leading the finance industry.”
Moisand Fitzgerald Tamayo Wins Prestigious National Award
Moisand Fitzgerald Tamayo, one of the Institute’s Real Fiduciary™ Practices Advisors, received the 2019 Trailblazer IMPACT Award™.
