What It Takes to Advise Athletes and Entertainers at UBS
By Jane Wollman Rusoff"It takes a little more education and effort" to build these relationships, says Adewale Ogunleye, who runs a training program.
August 19, 2026
Ex-Fifth Third Securities Rep Let Employees Complete His CE Requirements: FINRATwo junior staffers handled about 20 courses for Robert Kyle Averwater by logging onto his computer, an order states.
August 18, 2026
July CFP Exam Turnout Sets RecordThe CFP Board cheered the diversity and the number of women among the 3,621 test-takers.
August 11, 2026
American College Introduces DAF Designation ProgramThe inaugural Donor-Advised Fund Certified Professional coursework begins Sept. 1.
August 10, 2026
NASAA Shortens Waiting Period for IAR Test TakingAfter their third unsuccessful attempt at the Series 63, 65 or 66, candidates could retest within 60 days.
July 22, 2026
CFP Board Seeks Comments on Criminal ExpungementThe board is proposing to treat the expungement of a conviction as a "mitigating factor" that could stop an applicant from being barred.
July 16, 2026
10 Best MBA Programs for Finance: Princeton Review, 2026Researchers based their selection on such data as the percent of graduates entering the industry and their starting salary.
July 13, 2026
This Social Security Designation Is Growing FastMore than 1,500 financial professionals have enrolled in the Registered Social Security Analyst program in the past 12 months.