Several state officials demand feds protect Americans' retirement plans by clearly regulating ESG investments
"We request SEC and DoL take decisive action to uphold fiduciary duty laws," 22 state financial officers demanded in a letter to acting heads of both agencies.
He ‘did not disclose the dirty details.’ My financial adviser put me in REITs and took 10%. Now I’m down $150K. Is he simply a ‘polished con man’?
Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].
Where CFP® Certification Is Booming: States Adding the Most Financial Experts – 2025 Study
Over 4,000 Certified Financial Planners™ (CFPs®) were added nationwide in 2024, bringing the current total up to 103,093.
I own over $5 million in real estate that I’d like to unload. But what should I consider before going through with this and who can help me?
Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].
LPL Financial Welcomes Salient Wealth Planning Group
LPL Financial LLC announced today that financial advisors John P. Schlatter, CFP®, Robert Rojano, Alec Hoag, CFP®, and Michael Madden, CFA®, have joined LPL Financial’s broker-dealer, RIA and ...
8 ways investors can play a possible Trump-driven inflation shock that deprives the market of rate cuts
Tax cuts, deregulation, and protectionist policies, sounds like a deal for the domestic economy. But it could upset the ...