Articles tagged "CFP"


HeadlinePublish date

How my career path to become an RIA included pay phones, American Express, the pressure of being a physician's son and facing down robbers as a bank teller

It wasn't until I started flipping through industry journals at the bank that I discovered the CFP designation, read some practice profiles, and zeroed in on the field

July 5, 2016 — 7:55 PM UTC

After being jostled by a lawsuit, CFP Board makes bold play to inoculate itself against future ones

Due caution or paranoia? Either way, a sour whiff of FINRA self-protectionism pervades

March 25, 2016 — 9:32 PM UTC

Passing on the NFL draft, Cardale Jones has a better idea: Study to become a financial planner

The Ohio State quarterback won the National Championship, humiliating the opposition, and doing it all after being relegated to third string

January 16, 2015 — 8:25 PM UTC

TD Ameritrade Institutional Elite Summit boasts big firms, big ideas and a defiance of the weather

A combined $133 billion AUM of advisors -- made up of 133 advisors -- made for rareified, if highly humid air in Palm Beach

June 14, 2013 — 2:56 PM UTC
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