Make FINRA Exams Stick Longer: Life Industry Commenter
By Allison BellInsurance groups also want to see more support for languages other than English.
April 07, 2021
Producer Registry to Help Agencies With MovesNIPR will send new addresses and phone numbers to a business entity's regulators.
April 05, 2021
N.Y.'s Millionaires Face Tax Hikes in Proposed BudgetThe richest New York City residents would pay the highest combined state and city tax rates in the U.S., surpassing California.
February 11, 2021
Pandemic Slows Primerica Agent Flow: EarningsCNO says a new COVID-19 surge hurt some sales metrics late in the fourth quarter.
February 10, 2021
CFP Exams Start March 9The registration deadline for the March CFP exam is Feb. 23.
January 11, 2021
Wall Street Firms Halt Political Contributions After Capitol RiotJPMorgan Chase, Goldman Sachs, Citigroup and Morgan Stanley are among the companies pausing contributions.
December 18, 2020
Advisor Facing Child Porn Charges Suspended by CFP BoardThe move comes almost eight months after Daryll Claxton was arrested and charged with over 100 felony counts.
November 23, 2020
College for Financial Planning Launches Behavioral Finance ProgramAdvisors who complete the eight-week program can receive an accredited designation.