CFP Board Files Amicus in Support of Retirement Security Rule
Brief pushes back on arguments it will be costly to implement and limit advice to retirement savers.
Tag: CFP Board
How to Plan for Social Security Cuts
Robert Pagliarini explains why advisers should help their clients use saving and investment strategies that account for contingencies based on...
How Advisers Can Help Close the Wealth Gap
Panelists at the CFP Board’s Diversity Summit provided insights into how financial planners and advisers can reach disadvantaged communities.
Retirement Industry People Moves – 10/20/23
SageView enhances wealth management leadership team; Marasco to lead new protected retirement team; Northern Trust Asset Management names new co-head...
Cover Story
Leadership in Practice
This year’s PLANADVISER Industry Leader Awards recognize outstanding plan advisers, and others, who are making positive changes in this noisy...
CFP Board Outlines Best Practices to Retain Diverse Talent
A report on ‘creating DEI-driven culture’ encourages firms to articulate a vision, ensure equitable hiring and offer leadership development.
Financial Planning Standards Board Updates Global Standards
Updates focus on growing collaboration between planners and clients.
Women Who Work With Financial Professionals Feel More Prepared for Retirement
Separately, CFP launches an endowed scholarship to cultivate more female financial advisers.
CFP Restructures To Boost Diversity in Financial Advisement
The CFP Board is creating a new entity to advance financial planning as a career; separately, Broadridge’s Fi360 is funding...