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The 2017 FPA conference leans heavily on a Michael Kitces unimpressed with the group's 'silence' on the CFP Board

Although its theme was elusive, the Denver-based advocacy group and standard-setter drew 1,800 advisors to the Country-Western capital

Author Graham Thomas October 9, 2017 at 7:57 PM
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Graham Thomas interviewed Michael Kitces about the elephant in the FPA tent.

Conferences

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RIA Compliance


CFP A Challenged Mark

CFP A Challenged Mark

October 10, 2017 — 2:49 PM
The CFP Board has a couple of decades of poor decision making, poor behavior and misguided enforcement attempts to ponder as they move forward. The CFP mark should be a mark of honor, not one that terrorizes the mark holders due to the quasi or wannabe regulatory machinations the group has engaged in over the 20 or so years. If this group leads by solid, balanced example, versus the "look at me" egocentric drive that has plagued the organization, it can thrive...as for the war chest, get real!!

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February 14, 2023 at 3:15 AM

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Mentioned in this article:

LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold

Financial Planning Association
Association
Top Executive: Lauren S. Schadle, CAE, Executive Director and CEO

Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein

Kitces.com
Consulting Firm
Top Executive: Michael Kitces



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