In the past week, K. Dane Snowden took over as head of the organization, succeeding retiring CEO Kevin Keller. He said ...
A 10-year national study conducted by the Certified Financial Planner Board is two years into its tracking of US consumers. A decade-long study by the Certified Financial Planner Board of Standards ...
The CFP Board is drawing criticism from the advisor community after prominent financial planner and content creator Michael Kitces raised concerns about the credentialing body using fees to build an ...