Deals and People | August 9th, 2024 Retirement Industry People Moves John Hancock adds 2 trustees to its funds board; Prime Capital Financial appoints new regional wealth management lead; CFP Board...
Compliance | June 26th, 2024 CFP Board Continues DOL Fiduciary Rule Support With Court Filing The group that certifies financial professionals argues that the new rule will cover important regulatory gaps and not hinder investment...