CFP Board Provides Sample Engagement Letters
By Melanie WaddellLetters help CFPs communicate their "Duty to Provide Information" under the newly amended Code of Ethics and Standards of Conduct.
November 12, 2020
3 in 4 Americans Doubt Congress Wants to Fix Social SecurityOnly an existential crisis will force lawmakers to act, poll respondents say.
November 12, 2020
BlackRock Expands iBonds ETFsFinancial advisors use these iShares ETFs, which have maturity dates like traditional bonds, to build low-cost bond ladders for clients.
November 12, 2020
DOL Issues Final Rule on Pooled Employer PlansThese plans must be administered by a pooled plan provider, which can be an investment advisor or a broker-dealer.
November 12, 2020
Envestnet, RiskPro Team to Help Advisors Reduce Regulatory RiskThe integration will allow RiskPro software to function within workflows on Envestnet's advice platform.
November 12, 2020
State Street Amps Up Its Media Intelligence Tools: Tech RoundupAlso, Copytalk introduced a new Reg BI solution.
November 12, 2020
Policygenius Sees Stability in Individual Term Life PricesPremiums for older smokers might have increased by a few cents per month.
November 12, 2020
More LTCI Claims Start With Home Care: AALTCIThe group says the benefits payment total also is rising.