Industry

The change will affect continuing education immediately and certification examinations starting in March 2022.

It’s yet another revenue stream that may face pressure after the custodian spawned a race to zero commissions more than a year ago.

The recruit oversaw more than $650 million in client assets while at his former employer.

Advisors are urging clients to make tax-planning moves this year to preserve the preferential capital gains rate and turbocharge business deductions.

Keith Beverly, one of a handful of Black CFP-CFA holders, is pushing to mint more.

Under Clayton, who left the SEC in December, regulators determined Bitcoin and Ether weren’t securities, removing an overhang that could have impeded trading and acceptance of those tokens.

For just $1,000, clients can sign up for the firm’s purely digital automated advice service.

The long-simmering dispute spotlights the sometimes fraught nature of advisor career moves.

The recruits come from Merrill Lynch, Wells Fargo and Morgan Stanley.

The partnership sets a new standard in the industry, according to Orion president Noreen Beaman.