FPA's Virtual Externship Hosts 1,950 Participants
By Michael S. FischerCFP professionals are providing instruction on eight financial planning modules.
June 09, 2020
What Is the Stock Market Telling Us?"The market believes we will not end up back in quarantine," says Creative Planning's Peter Mallouk.
June 09, 2020
Arizona Adopts Best-Interest Standard for Annuity SalesThe move boosts supporters of the SEC's Reg BI standard.
June 09, 2020
Ameriprise Donates Additional $300K: Coronavirus Aid RoundupBank of America, Capital Bank and Pacific Valley Bank are among other companies offering COVID-19 relief.
June 09, 2020
4 Things to Consider Before Tapping a 401(k) Under the CARES ActA Principal study found some participants are still undecided as to whether to withdraw or borrow retirement funds.
June 09, 2020
Merrill Lowers Key Comp Target, AgainAdvisors hit with a growth grid reduction in June can choose to push this pay cut back until Dec. 31.
June 09, 2020
Lemonade Files for IPO, Says It May Sell Life InsuranceThe insurtech startup says it's better at appealing to younger consumers than companies built on human brokers are.
June 09, 2020
Maybe You Already Have a Great Pandemic Product: Product DesignersTaylor McKinnon and Pam Handmaker say one place to look for ideas is your current product list.