Foundation for Financial Planning Sets $5M Fundraising Goal for Pro Bono Programs
By Michael S. FischerFFP develops and funds programs that connect certified financial planners to those who need help.
December 09, 2021
RIA in a Box Bought by ComplySci: Tech RoundupAlso, Riskalyze adds Pulse 360 to its advisor productivity suite, and Broadridge appoints Dipti Kachru as global CMO.
December 09, 2021
Captrust Buys $2.2B RIA in BostonRINET is the second firm that Captrust has bought this year with a focus on family office services.
December 08, 2021
Why Educating Clients Is Critical to Advisors' SuccessJacob Gold, a professor and third-generation financial planner, explains the value of helping others boost their financial literacy.
December 08, 2021
Watch Out for This Tax Bomb: Jamie CoxThe advisor and Wall Street Journal expert panelist shares his views on the latest economic issues and financial regulation.
December 07, 2021
CFP Exams Start March 8The 2022 exam will include an updated list of principal knowledge topics, according to the Certified Financial Planner Board of Standards.
December 07, 2021
Regulators: Hold On to Digital Communications!The pandemic forced online communication through several devices; now, regulators want advisory firms to hold on to this information.
December 06, 2021
Commonwealth Launches Mentorship Program for Female AdvisorsThe firm aims to boost support and career development for this group of financial professionals.