CFP Board Expands Campaign to Attract Young, Diverse Talent Into Financial Planning
By Emily ZulzThe educational campaign includes a new spokesperson, a new day-in-the-life video and promotional toolkits for academic institutions and CFP professionals.
February 22, 2019
The Best Performing Robo-Advisors of 2018For the first time, the latest Robo Report also includes three-year performance numbers.
February 22, 2019
Warren Tells Fed (Again): Wells Fargo CEO Has to GoHer request follows findings of independent research tied to Tim Sloan's role in the fake-accounts scandals in 2016.
February 22, 2019
Pot Sales Edge Up in Slow Start for Canada's Legal MarketInterest in legalized cannabis is slowly growing in Canada, but it is growing.
February 22, 2019
AXA Equitable Offers Teachers Asset Allocation With a 10% Market Drop BufferThe company will start out offering the feature with its Equi-Vest group variable annuity contract.
February 22, 2019
Here's What Life and Health Insurers Plan to Do to Their Sales and Marketing TeamsAnalysts at Jacobson Group and Aon found that the insurers also plan to do this to their information technology teams.
February 22, 2019
U.S. Life Insurers Could Handle Another 2009: FitchThe firm predicts 'Great Recession' conditions would cut average capitalization levels by just one rating category.
February 22, 2019
Elon Musk Turns to Morgan Stanley for 5 Monster MortgagesThe billionaire recently took out $61 million in mortgages on five properties. The Morgan Stanley loans represent about $50 million in new borrowing.