CFP Board Rolls Out AI-Powered Exam Prep Tool
By John ManganaroThe exam prep tool is a “game changer” for CFP candidates, says CFB Board CEO Kevin Keller.
May 12, 2025
S&P 500 Soars as U.S., China Agree to Slash Tariffs“Investors and money managers are taking the worst case recession scenarios ... off the table,” said one portfolio manager.
May 12, 2025
House Tax Panel Releases Partial Version of Trump BillMany proposals that Republicans have been discussing recently, like a tax hike for millionaires, are absent from the bill.
May 09, 2025
GOP Eyes Endowment Tax HikeRepublicans are reportedly considering boosting the 1.4% endowment tax to rates as high as 14% to 21%.
May 09, 2025
UBS in Talks to Sell Hedge Fund Unit to Cantor FitzgeraldUBS seeks to trim riskier businesses as it faces extra capital requirements of as much as $25 billion.
May 09, 2025
Cetera Taps Ex-Equitable Exec to Lead Branch Office ModelJohn Lefferts will oversee more than 450 advisors in Cetera Investors branch offices across the United States.
May 09, 2025
Vanguard, Blackstone, Wellington to Launch Private Markets FundThe firms have laid out plans for an interval fund.
May 09, 2025
LPL CEO Pledges Continuity for Commonwealth AdvisorsRich Steinmeier detailed the firm's efforts to woo them on LPL's Q1 earnings call.