Vanguard, BlackRock, Invesco Push for Invest Act Passage
By Melanie WaddellPolicy experts at the asset managers are awaiting Senate action on legislation that expands the accredited investor definition.
April 17, 2026
Ric Edelman to Head New Financial Planning SchoolEdelman Financial Engines has committed $10 million to establish Rowan University's new School of Financial Planning.
March 24, 2026
CFP Board Forms Panel to Study Bachelor's Degree RequirementThe planner group announced changes to its education requirements in January.
March 12, 2026
FINRA to Shorten Wait Times for Retaking ExamsThe regulator's board also approved a plan to provide parties with greater input into replacing arbitrators.
February 09, 2026
American College Set to Distribute RSSA Social Security DesignationsCreated by the National Association of Registered Social Security Analysts, the credential reflects training in helping clients claim benefits.
February 03, 2026
FSI Wants These Advisor Rules Modernized in 2026Two big priorities: Off-channel communications and an updated accredited investor definition.
February 02, 2026
Do CFPs Really Need a Bachelor's Degree?The CFP Board's announcement that it would review the requirement has sparked debate. Planner Jeff Levine has "mixed feelings."
January 28, 2026
CFP Board to Increase CE Requirements in 2027The board is also clarifying that competency to practice independently is not measured by the CFP exam alone.