Articles tagged "Kevin Keller"
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Schwab unveils its virtual future to plaudits but using green CFPs as its real people, mandatory 6% cash, could prove troublesome
Move to launch 28 basis-point Schwab Intelligent Advisory by summer checks all boxes on price, robo, planning, ETFs -- and commoditizes what RIAs sell for three times the fee
December 15, 2016 at 6:11 PM
The once underrespected CFP gets a lift after Merrill Lynch and now NAPFA make it central for newbies
Still, CFP certificants shoot down the idea of making the CEO credits requirements even harder, and fiduciary concerns linger
December 5, 2012 at 7:29 AM
CFP Board shoots down Goldfarb's description of his alleged violation
The former chairman claims he's being hanged on a semantic technicality, but CEO Kevin Keller repudiates the claim
November 5, 2012 at 4:58 AM
(Updated) What’s behind the CFP Board’s big fee increase
'Category-killer' is in the eviable position of controlling a mark that many advisors think is essential
April 14, 2011 at 1:14 PM
How a surprising array of advisor groups aims to catch the SEC's ear
A conference of experts from academia, industry will examine how the fiduciary standard could work in a brokerage business
