The Department of the Treasury and the Internal Revenue Service released new guidance that is “designed to expand the use of income annuities in 401(k) plans.”
To foster the evolution of financial planning as a widely accepted and understood profession, NAPFA announced that, starting Jan. 1, it will only accept the CFP designation for anyone applying to become NAPFA-registered planners...
Insiders know more, are better prepared and generally more successful. Today's top advisors subscribe to our premium newsletter to ensure that they don't miss out the most important industry changes that are happening in real time. Starting at $8.95/Mo.