Following lawyer's advice and your own rules is critical, as is adequate insurance coverage; certifications are ‘fraught with legal risk' CFP Board of Standards CEO Kevin Keller: 'We've been through a lot.' The $29 million-revenue Certified Financial Planner Board of Standards has prevailed twice in federal court against advisers who filed suit against it—winning dismissal of the case both times—but the protracted legal struggle and attendant controversy hold important lessons for other standards-setting bodies and associations. "We've been through a lot," CFP Board CEO Kevin Keller told CEO Update after the U.S. Court of Appeals for the District of Columbia in… Read More