Big Firms Boost Their CFP Numbers
By John ManganaroEdward Jones, Fidelity, Charles Schwab and Northwestern Mutual led the way with new certified financial planners.
February 15, 2024
Fidelity Charitable Donors Granted Record $11.8B in 2023Funds went to 199,000 unique organizations during the year, supporting both U.S.-focused and international causes.
February 15, 2024
Burt White: 'If We Lose the Humanity, We're Toast'Carson Group is looking to the future and has big M&A plans, the exec tells ThinkAdvisor.
February 15, 2024
Appeals Court Finds Pru Had Some Fiduciary Duty Over Group LTC Plan RatesThe ruling could affect how the federal courts handle a wide range of ERISA fiduciary rule cases.
February 15, 2024
Bezos Reaps Florida Tax Benefit With $4B Amazon Share SaleA capital gains tax in Washingon, where the Amazon executive chairman lived earlier, now faces a ballot measure seeking to repeal it.
February 15, 2024
11 New Survey Findings on Money, Regrets and Life in RetirementMedicareFAQ surveyed retirees on their biggest regrets, financial and otherwise, and other issues.
February 15, 2024
Gensler Vows to Advance SEC's Rule Agenda as Election LoomsThe agency has finalized some 35 rules during the Biden administration, with many remaining rules opposed by Republicans.
February 15, 2024
10 Referral Sources Every Agent NeedsBuying goods leads is getting harder. Why not grow your own?