Exciting news! Today we're introducing JobsFP, a dedicated jobs site specifically for financial planning firms and those looking to find a job at one! You can check it out here!

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

Thursday, October 23rd, 2014

Setting a Proper Asset Allocation Glidepath in Retirement Recent Developments & New Opportunities in Long-Term Care Insurance @ FPA Michigan

Friday, October 24th, 2014

Estate Planning in 2014 & Beyond Best Planning Ideas Panel Session @ MACPA

Monday, October 27th, 2014

TBD @ Private Event

VIEW FULL SCHEDULE