Person Root Tag

Board executives say the value of the CFP designation has grown. They also nod to more potential changes in the conduct standards.

Chairman Jay Clayton says the regulator is drafting a rule proposal to harmonize standards for brokers and advisors.

The world’s largest asset manager is investing in technology in part to diversify revenue as investor money flows into passive.

Last year, the Democratic senator argued successfully for the termination of Sloan's predecessor as chief executive, John Stumpf.

Nearly two-thirds of future and recent retirees are worried there will be cuts to the program under the Trump administration. And an even greater percentage think that it needs to change.

For some clients, the amount of income that would fall into the zero tax bracket will increase by 3%, a far cry from the doubling that's been ballyhooed.

The certification tells clients you have their best interests at heart. After that, is the name of the school important?

The American Opportunity Tax Credit can save clients $2,500, while they can claim up to $2,000 with the Lifetime Learning Credit.

Asset managers are increasingly considering tie-ups as they come under pressure from cheaper index-tracking funds.

Some consumer advocates worry that this will negatively affect small businesses and middle- and low-income Americans.