Our latest webinar on "Generating Tax Alpha With Effective Asset Location" is now available in the Members Section!
The June CFP CE quiz is now available in the Members Section!

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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Out and About

Tuesday, July 14th, 2015

*Expanding the Framework of Safe Withdrawal Rates @ Private Event

Saturday, July 18th, 2015

*Future of Financial Planning in the Digital Age @ Private Event

Tuesday, July 28th, 2015

*Generating Alpha Tax with Effective Asset Location *Social Security Benefits Planning For Couples @ MetLife Annual Symposium

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