New CFP Board, FPA Leaders Assume Their Roles
By Janet LevauxKamila Elliott is CFP Board's chair for 2022, the first Black American in this post; Dennis Moore is FPA president.
January 06, 2022
Number of Nasdaq Stocks Down 50% or More Nears RecordAt no other point since the dot-com bust have so many companies fallen like this while the index was near a peak.
January 06, 2022
Expect Reg BI Enforcement Actions, DOL Rollover Crackdown in 2022Susan Schroeder, Phyllis Borzi and others discuss big developments afoot at the SEC and Labor Department.
January 06, 2022
Centene Becomes a Behavioral Health GiantThe insurer is now managing mental health care for 41 million people.
January 06, 2022
Securian Adds 1.5M Customer Relationships in Canada: DealsApollo and Aquarian have closed on previously announced life and annuity insurer deals.
January 06, 2022
RIAs Expect M&A Surge to Continue in 2022Survey respondents cited high valuations, aging of firm founders and proliferation of serial acquirers as reasons, DeVoe & Co. reported.
January 06, 2022
3 Steps to Boost Organic GrowthMost of our clients ask about how to grow without adding marketing, hiring rainmakers or looking at M&A possibilities.
January 06, 2022
Ex-Rep Pleads Guilty to Role in $50M Fraud SchemeA former registered representative pleaded guilty to one count each of conspiracy to commit wire fraud and securities fraud.