In a message board thread on financial-planning.com, initiated by Harold Evensky, there is an interesting discussion of the fact that apparently State Farm has directed all of their agents to voluntarily relinquish their CFP marks. It appears that an overarching fiduciary standard is "not conductive to [their] business model."

Thursday, January 29th, 2009 Posted by Michael Kitces in Planning Profession | 3 Comments

After nearly a decade of ongoing complaints about the poor communication with respect to the CFP Board and changes/initiatives that it launches, it appears the organization, under the guidance of its "new" CEO Kevin Keller, has turned over a new leaf for 2009. Or at least, it's off to a good start.

Monday, January 5th, 2009 Posted by Michael Kitces in Planning Profession | 0 Comments

Blog Updates by Email

Nerd’s Eye View Praise

@MichaelKitces Twitter


Out and About

Monday, July 28th, 2014

Setting A Proper Asset Allocation Glidepath in Retirement Social Security Benefits Planning for Couples @ Private Event

Monday, August 11th, 2014

Consulting @ Private Event

Tuesday, August 19th, 2014

TBD @ Portfolio Construction Conference

VIEW FULL SCHEDULE