FSI Wants These Advisor Rules Modernized in 2026
By Melanie WaddellTwo big priorities: Off-channel communications and an updated accredited investor definition.
January 26, 2026
Kitces.com Collabs With New Planner CollectiveThe organizations say they will work together to bridge the gap between academic preparation and real-world practice.
January 21, 2026
CFP Board Names New CEOK. Dane Snowden, who has been CFP Board's chief operating officer since 2023, will replace Kevin Keller.
January 20, 2026
Cassidy Named Head of SEC Exam DivisionThe agency veteran has been acting director since May 2024.
January 09, 2026
Terri Kallsen Starts Role as CFP Board ChairKallsen's first priority is to lead "a rigorous CEO succession process," as Kevin Keller retires in April.
December 11, 2025
House Passes Sweeping Package on Retirement, Investors and FraudOne of more than 20 bills in the INVEST Act calls for FINRA to administer an accredited investor exam.
November 03, 2025
FPA Names 2026 President-ElectDaniel Galli will lead the Financial Planning Association next year, with D. Crystal Alford-Cooper following in 2027.
October 09, 2025
CFA Level II Pass Rate Drops to 44%, Below the Decade AverageAfter factoring in the 54% pass rate from the May test, the decade average ticked up to 46%.