FINRA Lists Ric Edelman's Digital Asset Certificate as Professional Designation
By Melanie WaddellFinancial professionals who complete the 15-credit course can now display the CBDA credential.
August 08, 2023
Wells Fargo to Pay $125M in WhatsApp CrackdownIn total, 11 firms agreed to pay penalties of $289 million to the Securities and Exchange Commission.
August 07, 2023
Debate: Should Medicaid Expand Home-Based Health Care Coverage?Our tax experts discuss how expanding funding for home-based care services might affect Medicaid costs for states.
August 07, 2023
Goldman, JPMorgan Say Buy Treasurys After Last Week's SelloffThe ratings move contained "no new information," some strategists said.
August 07, 2023
The SEC's New AI Plan Expands Reg BI — and MoreIndustry attorneys say the plan would impose potentially burdensome conflict-of-interest requirements on BDs and advisors.
August 07, 2023
Conference Focuses on 'Reclaiming Black Wealth'Black wealth has been "diluted over the years," says American College President George Nichols III.
August 07, 2023
Indexed Annuities Can Move the Volatility Out of the Client's HairAn advisor thinks colleagues should respect the value of risk transfer.
August 07, 2023
What's Behind the Wirehouses' Great Comeback?The four Wall Street entities have all recently reported record levels of revenues, earnings, assets, new households and financial advisors.