Browsing Tag
Certified Financial Planner Board of Standards (CFP Board)
32 posts
CFP Professionals Worry About Retirement Income Amid Looming Tax Cuts
Almost all CFP professionals are concerned over the impacts tax changes could have on clients' financial objectives, says CFP Board
Hall of Fame Created for Financial Planners
Nominations open today for CFP Board’s new recognition program honoring champions of financial planning
Corporate Roundup: CFP Board CEO Announces Retirement, HSA Bank Updates Logo
The latest news from CFP Board, HSA Bank, T. Rowe Price, and more
Big Firms Help CFP Professional Ranks Top 100,000 Threshold
CFP Board says leading financial firms championed growth of Certified Financial Planner ranks with a record 6,541 new certificants in 2024
Corporate Roundup: Transamerica Expands $2B Retirement Program, CFP Board Welcomes Directors
The latest news from Transamerica, CFP Board, T. Rowe Price, and more
FSI, SIFMA Join Lawsuit Against Fiduciary Rule; CFP Board Backs It in Separate Suit
Filings opposing and supporting the rule are in response to two separate lawsuits challenging rule currently set to take effect in September
Retirement Security Rule Update: 14 Stakeholders Set to Meet with OMB
As part of the White House Office of Management and Budget’s ongoing review of the controversial DOL rule, meetings will occur April 2-12
Investors Foresee Financial Impacts After 2024 Election
Almost all advisors in a CFP Board survey say the election cycle will have some sort of impact on investors' finances
CFP Board Releases SECURE 2.0 Exam Resource, Reports All-Time High in CFP Professionals
There are now nearly 100,000 CFP Professionals, with most ever exam-takers in a single year recorded in 2023
CFP Board List Steps to Recruiting and Retaining Diverse Workforces
The CFP Board's report outlines ways firms can create a "culture of retention" for diverse talent