Accounting

The change is one of several made to the board’s disciplinary reporting process following a report by an independent task force that found “systemic, long-standing, governance-level weaknesses.”

Two testing windows remain for this year, but the board cautions they will take place “only if they can be conducted without compromising the health of exam candidates.”

Now is not the time to disconnect from supportive networks of other advisors.

Even as they still have to deal with tax season, the service is tasked with handling much of the stimulus packages.

First, prove you’re listening; then make sure they know you’re taking action to protect their portfolios.

“We are trying to balance the health and safety of the [CFP] candidates with their desire to complete the exam,” CEO Kevin Keller says.

While the Trump administration has called for a delay to the April 15 deadline, they have yet to issue formal guidance on when paperwork is due.

Advisors may find it difficult to connect with the people who need financial help the most.

Many advisors are doing heavy lifting right now — or expect they will be — in the midst of growing coronavirus fears.

There are more than a hundred cases of COVID-19 in Westchester County, New York, and financial planners are handling more than market volatility.