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The LearnLux scholarship will be awarded annually and provide recipients with the guidance, resources and tools necessary to pass the CFP exam within 19 months.

The robo advisor agreed to pay $300,000 without admitting or denying the findings.

Special-purpose acquisition companies — better known as SPACs, or blank-check companies — made a splash during the COVID-era retail-trading surge.

Sonya Lutter joined Herbers & Co.'s Academy as its new director of institutional research and education.

Asset managers are selling loans to individuals at high returns, but risks abound in this less-liquid market, experts warn.

The California-based firm’s latest $1 billion RIA grab is just the start, its leaders say.

An evolution in alternative investments is giving the $73.3 trillion high net worth capital base expanded access to PE and other strategies.

Some workers say companies should pay as much attention to staffers' financial wellness as their physical health.

Besides the low pass rates, Jared Dillian argues that the certification doesn't make better advisors.

Advisors share a tax trick that allows professionals to build seven-figure retirement plans.