November 15, 2023
Florida Executive to Lead Health Insurer's GroupAt AHIP, Pat Geraghty will help shape legislation and regulations around Medicare and other insurance products.
November 14, 2023
Advisors Selling Annuities, Beware: CFP Standards and NAIC Annuity Sales Rules DifferWhen CFP Board rules are stricter than NAIC rules, CFPs must follow the higher standard of care.
July 31, 2023
FPA Joins New Coalition to Back 529 Plan BillThe Tomorrow's Workforce Coalition is championing legislation that allows 529 plan funds to be used to cover the costs of maintaining professional credentials.
April 20, 2023
New Bill Allows 529 Plans to Be Tapped for CFP, CPA ExamsThe bill would allow use of college savings plan money to pay for maintaining postsecondary credentials.
April 13, 2023
Capital Group to Launch 3 More Active ETFsThe parent company of American Funds says the ETFs are the first of several new strategies, with more set to launch in the fall.
April 11, 2023
How Many CFP Exam Takers Passed the Latest Test?A record number of candidates sat for the most recent certification exam, according to the CFP Board.
December 22, 2022
12 Financial Advisor Designations That Can Boost Your CareerHaving any of these widely recognized professional designations will boost your credibility with clients and prospects.
November 15, 2022
New York Proposes Cybersecurity Rule UpdateRequirements may ease for former insurance brokers but tighten for big companies.
September 22, 2022
Life Groups Calls on States to Review Agent Exam DifficultyThe ACLI, NAIFA and Finseca are suggesting that some states' exams might be too hard.