Years ago, the owner of a small insurance firm that was about to change hands came…
Tag: Certifications and licensing
CFP Board picks Ph.D. advisor as 2026 chair-elect
It won’t take effect for another 18 months, but the CFP Board already has its chair…
Why financial advisors chase certifications clients ignore
When it comes to professional certifications, there’s no shortage of niche options for financial advisors eager…
Former CFA Institute executive charged with embezzling millions
The CFA Institute’s former chief marketing officer was charged with embezzling nearly $5 million from the…
CFP Board launches expedited bankruptcy, misdemeanor reviews
New procedural rules announced last week by the CFP Board, set to take effect May 23,…