Some observers argue the CFP Board’s proposed changes go too far and that its resources could be better used elsewhere—others say the revisions don’t go far enough.

George Heckler is also facing litigation from the SEC in connection with an alleged scheme that lasted a decade and defrauded investors of millions.

Nearly 26,000 candidates sat for the Level I exam. The 10-year average pass rate is 42%.

Three tips for how to use a press release as part of a broader communications distribution strategy.

Former New Jersey State Attorney General Gurbir S. Grewal proposed a uniform fiduciary standard for that state, indicating a possible 'expansive' interpretation of Reg BI in his new role.