CFP Board Publishes AI Ethics Guide for Advisors
By John ManganaroThe document helps CFP professionals apply artificial intelligence tools while adhering to the organization’s code and standards.
February 25, 2025
Wave of Fixed-Rate Annuity Maturities Looms, Morgan Stanley Analysts SayMore than $70 billion could be on the move.
February 25, 2025
15 Worst Stocks of the Past Decade: MorningstarThese stocks have destroyed the most wealth for investors since 2015, according to Amy Arnott.
February 25, 2025
SEC to Remove Regional Directors: ReportThe SEC told directors across its 10 regional offices that their roles will be eliminated, Reuters says.
February 25, 2025
Senators Revive Estate Tax Repeal BillThe Death Tax Repeal Act would permanently repeal the federal estate and generation-skipping transfer taxes.
February 24, 2025
Wamco Names 4 Deputy CIOs After $120B in OutflowsThe firm seeks to emphasize a team approach after criminal charges against former star trader Ken Leech.
February 24, 2025
How Interactive Brokers Is Fighting for Advisor TalentThe firm doubled its RIA assets in 2024, Executive Vice President Steve Sanders tells ThinkAdvisor.
February 24, 2025
Social Security Claiming: The Case of Medicare and the Non-Working SpouseSpouses without an earnings record must wait for their working spouse to file, but Medicare is another matter.