CFP Board to Conduct First-Ever Review of Competency Standards
By Melanie WaddellThe review will address CE credit for pro bono service, CE requirements and the experience requirement.
December 13, 2022
BlackRock: Recession Coming, Not Priced Into Stocks YetA new investment playbook is needed as long bull markets aren't likely to return, according to BlackRock analysts.
December 13, 2022
Where the Wealthy Plan to Spend, Invest More in 2023In a survey of investors with $2 million or more, 80% said they planned to spend more next year.
December 13, 2022
12 Best & Worst Broker-Dealer Stocks of 2022The stock prices of most publicly traded BDs have fallen in 2022, with several notable exceptions.
December 13, 2022
David Blanchett: The Problem With 'Safe' Retirement Withdrawal RatesMorningstar's 3.8% withdrawal figure is a helpful starting point, but it's not the end of the discussion.
December 13, 2022
NAIC to Spotlight Annuity Sales Standard Update Gray ZonesThe list of states without updates includes Florida and Indiana as well as California and Oregon.
December 13, 2022
Annuity Issuers Need Regulatory Clarity: Scott GoldeThe Jackson compliance executive says the current jumble of rules hurts investors.
December 13, 2022
Regulators End Effort to Develop Long-Term Care Hybrid RulesSome officials say current regulations appear to be working well.