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CFP Board to Split Into 2 Nonprofit Groups
By Janet LevauxThe reorganization won't affect CFP requirements or the setting and enforcement of certification standards, the group says.
January 19, 2023
10 Cheapest Countries to Retire Abroad: 2023Some of the countries on this list from International Living may surprise you.
January 18, 2023
How 7 Advisors Forged Bonds With CPAs, Lawyers: Advisors' AdviceBuilding these alliances takes a lot of networking and often a little creativity, advisors told us.
January 13, 2023
'Taxachusetts' Revived in New England After Millionaire SurtaxMassachusetts voted in favor of imposing a 4% surtax on taxable incomes over $1 million after a closely fought campaign.
January 10, 2023
Accredited Investor vs. Qualified Purchaser: What's the Difference?Being an accredited investor or qualified purchaser shows a level of investing sophistication, but there are key differences.
January 10, 2023
Tom Brady, Gisele Bundchen Among FTX Shareholders Set for WipeoutBrady, once a big FTX booster, owns 1.1 million common shares of FTX Trading, bankruptcy court documents show.
January 09, 2023
The Big Risk in Stock-Based Compensation, and How Advisors Can HelpClients with stock-based compensation are at risk of holding too much in one stock. Here's how advisors can help.
January 05, 2023
16 Best Countries for Retirement Abroad: 2023International Living gathered data on factors like costs, climate and health care from its on-the-ground contributors.