Peter Mallouk Takes Majority Stake in Major League Soccer Team
By Dinah Wisenberg BrinThe Creative Planning CEO plans to invest in making Sporting Kansas City more competitive, according to reports.
January 28, 2026
CFP Board to Increase CE Requirements in 2027The board is also clarifying that competency to practice independently is not measured by the CFP exam alone.
January 26, 2026
Nearly 700 Commonwealth Reps Left LPL Last Year. Here's Where They Landed.A sizable portion of the departing financial professionals moved into RIAs or RIA-centric models.
January 23, 2026
Better Banking Benefits RIAs and Clients, Flourish Exec SaysBen Cruikshank, president of the wealth management technology provider, details the move to "wealth 3.0."
January 23, 2026
Bill Seeks to Modernize Advisor Payment RulesThe Clarity for Compensation Act would "permanently allow commission payments to be made directly to advisors' business entities."
January 23, 2026
New Indie Contractor Rule Lands at OMBFSI, which has been battling Labor's 2024 rule in court, said the group is "encouraged" that Labor has initiated new rulemaking.
January 22, 2026
How to Prepare for the SEC's 2026 Exam PrioritiesExaminers are focused on whether firms can demonstrate that their policies and procedures work in practice.
January 22, 2026
Georgia Advisor Pleads Guilty in $380M Ponzi SchemeTodd Burkhalter "perpetrated what is likely the largest Ponzi scheme in Georgia history," a U.S. attorney said.