Browsing Tag
Certified Financial Planner Board of Standards (CFP Board)
34 posts
CFP Board to Create Task Force to ‘Strengthen and Modernize’ Enforcement
In the wake of a scathing July 29 Wall Street Journal article by Jason Zweig, the Board of Directors…
CFP Board Delays Enforcement Date for New ‘Code and Standards’
Certified Financial Planners will have an additional nine months to align their business models with the CFP Board…
New Standards Guidance Available for ‘Fee-Only’ CFPs
CFP Board this week issued a new guidance document to assist fee-only CFP professionals in complying with the revised Code & Standards.
‘Does My Employer Offer a 401(k)?’ Too Many Americans Don’t Know
Despite a strong economy, only 25% of Americans feel ready for retirement, with many unsure about their retirement savings options.