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FPA soldiers through CFP Board tension at its 2018 national event

It's technically a small dispute with the CFP Board but any rift is big when it's your Siamese twin

Author Graham Thomas October 11, 2018 at 3:51 AM
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Sheryl Garrett: I think it could be too much power at one entity.

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Related Moves

June 7, 2024 at 1:44 AM

Biz Briefs: AdvicePay waives key hiring requirement to land its next CEO • ESG firms may get OK in Oklahoma • eMoney adds new chiefs • CFP Board names new chair-elect • Robinhood cuts more staff

Alan Moore replaces himself with another guy with two respectable titles • eMoney promotes two • Moisand's third in line now known • Robinhood sacks 173 in year-to-date.

July 26, 2023 at 2:34 AM

Biz Briefs: Vanguard's tax-loss harvest yields a caveat• Vermont green with envy ... of red states? • CFP Board spends $12 million on bungee metaphor • BlackRock isn't neutral on Credit Suisse • Women are the Goliath of 'David' in UK finance

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March 25, 2023 at 1:32 AM

The CFP Board's RIA faction sees the 100,000-member mark looming and hits back at brokerwashing; Dan Moisand is tasked with forming new division largely aimed at abusive brokers and other charlatans

Moisand, an RIA owner who has been named the new board chairman, will seek to quell an RIA uprising without losing a giant revenue source -- FINRA brokers who come with implicit 'suitability' issues

March 7, 2023 at 12:24 AM

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



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