CFP Board Chooses Elizabeth Miller as 2024 Chair-Elect

Jul 19, 2023

The founder and president of Summit Place Financial Advisors will take over in 2025, succeeding current Chair-elect Matt Boersen.

The Healthy Advisor: Persevering in the Face of Adversity With Maria Castillo Dominguez

Jul 19, 2023

Maria Castillo Dominguez discusses her journey from a small Spanish town to becoming a senior financial planner with a major advisory firm in the U.S., and how her faith and family helped her get there.

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Helping Advisors Navigate Alts

Jul 19, 2023

Abby Salameh explains how CAIS addresses two of advisors’ biggest problems with alternative investments.

401(k) Real Talk Episode 68: July 19, 2023

Jul 19, 2023

Open, honest and candid discussions about the latest news in the RPA industry.

Schwab’s Stock Up Nearly 13% As Cash Outflows Decelerate

Jul 19, 2023

One analyst wrote that the investment case for Schwab has been 'significantly de-risked.'

Merrill Lynch's Q2 Client Acquisitions Benefited from Banking Crisis

Jul 18, 2023

The second quarter earnings report was the first since Lindsay Hans and Eric Schimpf took over as co-presidents of the division. They succeeded Andy Sieg, who departed for Citigroup in May.

LPL Chief Marketing and Communication Officer to Step Down

Jul 18, 2023

LPL is currently searching for a new CMO, with Heather Carter planning to depart after the firm’s annual advisor conference next month.

Oklahoma Becomes 40th State to Adopt Best Interest Annuity Rules

Jul 17, 2023

The state became the latest to finalize regulation or legislation based on the standard set by the National Association of Insurance Commissioners to align annuity rules with Reg BI.