The Latest

  • The spring media buy for the CFP Board's ad push to increase public trust in and visibility of certified financial planners will cost $14.6 million and run to May 17.

    March 9
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  • Tax

    The members of the "Patriotic Millionaires," who include a Disney heiress, argue that rich residents can afford paying more into city coffers.

    March 6
    Abigail Disney of Patriotic Millionaires
  • Ranjit Rao is a finance and enterprise performance leader and principal in Deloitte Consulting LLP, with more than 20 years of experience leading large finance transformation programs focused on finance strategy and operations.

    March 6
    Ranjit Rao of Deloitte
  • Ed Hardy is a partner and serves as the U.S. finance services leader at Deloitte, where he helps CFOs and finance leaders prepare for what's next and navigate change. He has been with the firm and serving clients for more than 30 years, working across industries, services, risk management capabilities and innovations.

    March 6
    Ed Hardy of Deloitte
  • March 6
    A man in formal wear smiling for a photo.
  • Janet King is Senior Vice President of Content Strategy at Arizent, where she leads custom research and thought leadership initiatives serving the financial services industry. She specializes in translating audience insights into data driven storytelling that helps firms strengthen strategy, engage advisors and drive measurable business impact. Janet has held senior research and insights roles at Arizent, IDG and HIMSS.

    March 6
    Janet King
  • Ryan Frazier is the co-founder and Chief Executive Officer of Arrived, a financial technology platform that empowers investors with the opportunity to build wealth through modern real estate investing.

    March 6
    Ryan Frazier is CEO of Arrived.jpeg
  • Tax

    The pilot program for the new Trump accounts will deposit $1,000 into the accounts of children born between 2025 and 2028.

    March 6
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  • In this month's FACO, we asked how much time advisors spent on their firm's brands, what their marketing objectives were and their main sources of new clients.

    March 6
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  • Mario Payne — an independent advisor who had used Charles Schwab and TD Ameritrade for custodial services — lands both firms in hot water over his recommendations of risky investment products.

    March 6
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