Wednesday, 25 September 2013

CFP Board Reinstates Fee-Only Search Function On Its Website

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September 25, 2013

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CFP Board Reinstates Fee-Only Search Function On Its Website
Significantly altered results now appear when users search for fee-only advisors.

Early CFP Board Leader Says Future of Certification in Jeopardy
The CFP Board’s strategy of punishing some certificate holders over compensation disclosure issues in what critics charge is an arbitrary manner threatens the future of the CFP designation, according to one of the early leaders of the board who also chaired its disciplinary commission.

Ex-CFP Board Official Says Board Punished Her & Ex-Board Chair Amid Lawsuit Fears
Exclusive: Confusion over compensation disclosure again cited; board insists process is 'consistent, fair, credible.'

Fighting the Industry's Financial Terrorism
The claim that imposing a fiduciary duty on advisors will cause middle-income individuals to lose access to financial help is, quite simply, not believable.

Advisors: What to Watch for From Washington
While the coming fiscal debate looms in the background -- along with probable accompanying market volatility -- there are a number of other possible legislative and regulatory items that also affect the insurance and advisory industry.

FINRA Advances Broker Compensation Rule
FINRA is pressing ahead with a controversial new rule that would require brokers to make disclosures about recruitment compensation they receive as an enticement to jump to a new firm.

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