An organization representing about 75,000 financial planning professionals “strongly urged” the U.S. Senate Banking Committee to include financial planner consumer protections that include increase regulation, oversight and competency and ethics standards for anyone calling himself a “financial planner.”
A group representing investment advisors is asking the U.S. Securities and Exchange Commission to keep the Financial Insurance Regulatory Authority (FINRA) from expanding its regulatory authority by getting involved in … Read →
The former head of the National Association of Professional Financial Advisors (NAPFA) and a local Financial Planning Association (FPA) chapter has been accused in a $1.2 million fraud and kickback … Read →
As an insurance agent for the past 15 years, I have never been more satisfied with my job of helping our seniors maneuver through the enrollment process of Medicare.