Last month, the Biden Administration announced the revival of a previously abandoned pilot program that would waive the requirement for lender’s title insurance on certain home refinances – part of a ...

With the Financial Planning Association’s announcement in July that it is moving forward with an advocacy agenda to gain title protection for the “Financial Planner,” it has become evident that there ...

Claudia Cypher Kane, a Roseville, Calif.-based independent advisor with Raymond James Financial Services, has taken over as the new president of the Financial Planning Association, and her top ...

The Financial Planning Association, the membership organization for Certified Financial Planners, has launched a multi-year advocacy campaign to achieve title protection for the term “financial ...

In 2022, it seems odd that the profession you belong to would be facing an existential crisis as simple as one enduring question, “What is a financial planner? And who gets to use the name?” Lawyers ...

When arguing that financial advisors should join lawyers and doctors in having professional credentials with legal protections, the new head of the Financial Planning Association is fond of quoting ...

CFP Chair Kamila Elliott said the current political environment would make it too difficult to obtain legal recognition of financial planning. By Mark Schoeff Jr. Officials of the Certified Financial ...

The Financial Planning Association will take charge of an effort to achieve legal recognition of the term “financial planner” through title protection, according to a statement Thursday by the trade ...