Articles tagged "Kevin Keller"


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Schwab unveils its virtual future to plaudits but using green CFPs as its real people, mandatory 6% cash, could prove troublesome

Move to launch 28 basis-point Schwab Intelligent Advisory by summer checks all boxes on price, robo, planning, ETFs -- and commoditizes what RIAs sell for three times the fee

December 15, 2016 — 6:11 PM UTC

The once underrespected CFP gets a lift after Merrill Lynch and now NAPFA make it central for newbies

Still, CFP certificants shoot down the idea of making the CEO credits requirements even harder, and fiduciary concerns linger

December 5, 2012 — 7:29 AM UTC

CFP Board shoots down Goldfarb's description of his alleged violation

The former chairman claims he's being hanged on a semantic technicality, but CEO Kevin Keller repudiates the claim

November 5, 2012 — 4:58 AM UTC

(Updated) What’s behind the CFP Board’s big fee increase

'Category-killer' is in the eviable position of controlling a mark that many advisors think is essential

April 14, 2011 — 1:14 PM UTC

How a surprising array of advisor groups aims to catch the SEC's ear

A conference of experts from academia, industry will examine how the fiduciary standard could work in a brokerage business

September 13, 2010 — 4:42 AM UTC
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