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."

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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.

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

Michael E. Kitces

I write about financial planning strategies and practice management ideas, and have created several businesses to help people implement them.

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Tuesday, May 26th, 2015

*The Impact of Valuation-Based Asset Allocation on Retirement Income *Understanding Longevity Annuities and their Potential Role in Retirement Income @ FPA NorCal

Thursday, June 4th, 2015

*Cutting Edge Tax Planning Developments & Opportunities in Long-Term Care Insurance *Trends & Developments in Long-Term Care Insurance @ FPA Central Virginia/Richmond

Wednesday, June 10th, 2015

*Setting a Proper Asset Allocation Glidepath in Retirement @ AICPA

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