CFP Board Offers Remote Testing for Next Exam
By Melanie WaddellOf the 2,154 candidates who took the most recent CFP test, just 6% did so remotely.
October 15, 2020
Envestnet, Dynasty Tap TPW Co-Founder for Key Position in New VentureJames Gardiner joins the Envestnet-Dynasty joint venture Advisor Series Exchange as director of business development.
October 15, 2020
Ex-LPL President Helps Launch Tech-Driven Asset Management FirmAlphaTrAI is a venture-backed startup that says it's out to transform wealth management using AI and machine learning.
October 15, 2020
Wells Fargo Fires More Than 100 Workers for Abusing U.S. AidThe staffers made "false representations in applying for coronavirus relief funds for themselves," according to a memo.
October 15, 2020
Long-Term Care Insurance Benefits Cut Panel Drafts PrinciplesThe panel is also looking at how issuers should tell LTCI policyholders about reduced benefit options.
October 15, 2020
Medicare Advantage Plans May Have More Search BuzzMany consumers are researching plans from Aetna, AARP, UnitedHealth and Mutual of Omaha.
October 14, 2020
Fake N.J. Advisor Indicted for $2.1M ScamThe defendant promised his clients 25% returns, prosecutors say.
October 14, 2020
FINRA Fines Ex-Merrill Rep Who Hid Apartment Rental BusinessThe former broker voluntarily resigned from Merrill while under internal review, FINRA says.