American College Introduces DAF Designation Program
By Rob BurgessThe inaugural Donor-Advised Fund Certified Professional coursework begins Sept. 1.
August 11, 2026
Morgan Stanley Starts $1.5T Venture for InnovationThe bank plans to work on capital raising, financing, advisory and other related activity in the next decade.
August 11, 2026
11 Best & Worst Broker-Dealers: Q2, 2026Most of the financial services industry's biggest firms topped analysts' profit estimates in the latest quarter.
August 11, 2026
When Older Clients Remarry, Prepare for These Planning ChallengesMerging two established financial lives creates complications that aren't usually faced by younger couples.
August 10, 2026
She Wanted to Hire a Financial Advisor. Her Boyfriend Said No.Prospective female clients sometimes drop advisors after romantic interests object, advisors say.
August 10, 2026
For Advisors, It's as Simple as 'Grow or Retire'Financial professionals must plan their next steps or risk stagnation, Silver Oak Securities CEO Billy Hopkins says.
August 10, 2026
The Endless Wells Notice Limbo: SEC RoundupA Wells notice is meant to signal the end of an SEC investigation. Many companies instead land in a holding pattern.
August 10, 2026
NASAA Shortens Waiting Period for IAR Test TakingAfter their third unsuccessful attempt at the Series 63, 65 or 66, candidates could retest within 60 days.