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After a decade-long effort by holders of the personal financial specialist credential, aspiring candidates can be tested on investments, retirement plans and other areas.
April 19 -
The top European regulator worries that big executive pay checks are leading to 'alienation between companies and the people.'
April 11 -
The team builds momentum for the firm's recruiting efforts in the West.
April 1 -
Paul Reilly is scheduled to hand the reins to his chief financial officer Paul Shoukry next year.
March 19 -
Financial advice is a crowded field. Experts offer techniques to find new clients and distinguish your business.
March 19 -
Jeff McMillan will be in charge of marshaling the firm's investments in artificial intelligence to drive efficiency.
March 15 -
Barry Sommers comes in for high praise amid his firm's attempts to move beyond the banking scandals of its past.
March 1 -
The move brings the 28-year industry veteran from a firm where independent planners make up less than 5% of the advisory headcount to one where they are the majority.
February 12 -
Brendan Krebs sees his firm as standing out with its three-pronged structure: a traditional wirehouse, branch-based advisory and an independent channel.
February 7 -
The shuffling comes halfway through the longtime CEO's five-year retention package.
January 25