CFP Board Center for Financial Planning Launches Diversity Scholarship
By Jeff BermanThe scholarship will cover the cost of the Dalton Review CFP exam review course for 10 recipients per year.
March 04, 2021
Scaled-Back Stimulus Payments Would Create Tricky Tax SituationThe quick phase-out of the payments creates a distortion for certain families near the income limit, according to tax expert Jeffrey Levine.
March 04, 2021
You Advise Your Clients to Sell High. Why Not Take Your Own Advice?If you've been building your advisory business for decades, now may be the ideal time to sell your practice.
March 04, 2021
Quarter of Americans at a Loss When Enrolling in Medicare Plans: SurveyEnrollees use and trust licensed agents most in their buying decisions, the survey found.
March 04, 2021
Ex-Cetera CEO Larry Roth to Advise Cloud Tech Firm: Tech RoundupAlso, Cetera broker-dealers can now use the Simon Annuities insurtech platform as part of a new deal.
March 04, 2021
Fidelity Launches 2 New Actively Managed Bond ETFsBoth ETFs focus on investment grade bonds and are fully transparent about holdings.
March 04, 2021
Forecasters Predict COVID-19 Case Counts Will Keep FallingA free website lets users choose and chart their favorite pandemic modelers.
March 04, 2021
Prudential PLC Plans to Part With Jackson by June 30Laura Prieskorn, Jackson's new CEO, says the firm is preparing to roll out a registered index-linked annuity.