Producer Registry to Help Agencies With Moves
By Allison BellNIPR will send new addresses and phone numbers to a business entity's regulators.
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.
November 13, 2020
COVID-19 Slows Primerica Agent Licensing ProcessA decrease in the average age of the people dying from COVID-19 also hurt.
October 21, 2020
Agents Work to Hold 2021 Individual Major Medical Market TogetherThe court could smash it. A president could dismantle it. But, at this point, prices look OK.
July 06, 2020
Carson Wealth to Require CFP or Other CertificationAdvisors at Carson Wealth offices will be required to obtain a professional credential within five years of joining the firm.