Number of CFPs in U.S. Nears 99,000
By Janet LevauxThe share of CFPs who are women continues to inch upward.
January 11, 2024
Atria Wealth Boosts Assets by $12BTwo of its business units, CUSO and Sorrento, now work with about 200 banks and credit unions.
January 10, 2024
SEC Approves Spot Bitcoin ETFs in Crypto's BreakthroughAs a result, funds from BlackRock, Fidelity, Invesco and other firms can start trading Thursday.
January 10, 2024
E-Trade Users Report Login IssuesAn outage-monitoring site logged more than 1,000 problem reports about E-Trade on Wednesday.
January 10, 2024
Barbara Eden to Help Market Life Insurance Policy AppraisalsThe 1960s icon will star in WeBuy75.com radio ads featuring the "I Dream of Jeannie" theme music.
January 10, 2024
Ark's Cathie Wood Says SEC Hack Shouldn't Delay Bitcoin ETF DecisionShe made the remarks as Wednesday's deadline loomed for a ruling on about 12 applications for spot bitcoin funds.
January 10, 2024
Hightower Invests in $3B Wealth Manager in New YorkCapital Management Group is the fifth formerly IBD-affiliated firm that Hightower has brought into its network.
January 10, 2024
DOL Can't Put Fiduciary Duty on IRAs, Ex-Labor Official TestifiesLabor has no authority to regulate IRA transactions like rollovers, ERISA lawyer Brad Campbell says; Phyllis Borzi disagrees.