How to handle HNW female clients who become "suddenly single," College for Financial Planning revises the CRPS designation for the fiduciary rule, and Associate acquires Whitnell.
Letter to Senate Finance Committee criticizes suggestion to institute a 10-year spend-down requirement and disallow transfers from private foundations to donor-advised funds.
Of those who do get advice on their 401(k), less than half can correctly define "fiduciary," according to a new Betterment survey.
Can technology answer our toughest questions?