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CFP commission publicly admonishes Cockeysville man
A Cockeysville, Md., man and Certified Financial Planner was recently publicly admonished for his actions in conjunction with the sale of Class B mutual fund shares, according to the CFP Board, which...
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Columbia CFP publicly admonished for variable annuities actions
A Columbia, Md., man and Certified Financial Planner was publicly admonished for his involvement in a variable annuities case, according to the CFP Board, which administers the certification. James R....
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Financial planner group want tougher standards from Congress
An organization representing about 75,000 financial planning professionals “strongly urged” the U.S. Senate Banking Committee to include financial planner consumer protections that include increase...
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