CFP Board recently erased compensation categories on its website, making it impossible to search for an advisor that way.
Knut's Views
Vanguard Founder, John C. (Jack) Bogle’s Investing Principles Are Widely Supported by Investing Public, New Survey Finds
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?
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.
The Role of Fiduciary Duty in the Impeachment Process
The recent announcement of impeachment proceedings reminds us of the importance of fiduciary principles.
How Will the CFPB Survive this Crisis?
The Wall Street Journal reported that the CFP Board’s LetsMakeAPlan.org website excluded a lot of negative information about CFPs.
