The investment research provider believes the revised approach will help investors and advisors find funds most likely to perform well in up and down markets.

Brian Simms, an advisor at Brendanwood Brokerage, allegedly urged Donna Wagner to invest payouts from a life insurance policy, according to RTV6.

Former CEO John Stumpf agreed to a $17.5 million penalty and an industry ban.

Kirstin Hill was named one of WealthManagement.com's Ten to Watch in 2020 last year.

Integrity Wealth Management will have access to custody and clearing services through SA Stone's parent company, INTL FCStone.

Dr. Carolyn McClanahan announced on Twitter she was parting ways with the software provider that builds modules to help advisors in asking their clients tough aging-related questions.

Jack Brod, the new chair at the CFP Board, said the review may include examining the board’s composition and revising term limits for its members.