Revamped CFP Board Site Gets High Marks From Planners
By Jeff BermanThe Board says it will add more information in the future about how planners are paid.
December 27, 2020
Trump Signs Virus Aid Bill After Panning $600 Stimulus ChecksThe bill includes $900 billion in pandemic relief for individuals and businesses.
December 23, 2020
Record Number of RIA M&A Deals in Q4: ReportAcquired firms' assets under management averaged $1.8 billion, a record.
December 23, 2020
Top RIA Trends in 2021: Joel BruckensteinThe tech expert says advisors should ask their vendors immediately if the hacked SolarWinds software is in their "cyber" package.
December 23, 2020
Tougher Advisor Regulation Coming in New YearStricter SEC enforcement and a revamped Reg BI are among the big changes expected under the Biden administration.
December 23, 2020
Bill Gross Loses Harassment Case Over 'Gilligan's Island' MusicThe Pimco co-founder and former "Bond King" was found to have played loud music to annoy a neighbor.
December 23, 2020
South Carolina Guaranty Association Notice Emphasizes LimitationsThe notice states that agents are "prohibited by law from using the existence of SCLAHIGA" to sell a policy.
December 23, 2020
Top 12 U.S. Cities Where Luxury Home Sales Are SurgingNationally, sales of the most expensive homes rose a whopping 61% year over year, Redfin reports.