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CFP Board to Begin Enforcing New Practice Standards on June 30, 2020
The CFP Board will begin enforcing compliance with the new Code and Standards as of June 30, 2020: all CFP® professionals will be held to these new standards and could face potential disciplinary action for any violation. The CFP Board says it made these changes so the new Practice Standards would solely address the delivery of financial planning.
Understanding Short Sale Volume Data on FINRA's Website
In an Information Notice published on May 10, 2019[i], FINRA provides explanation of published short sale volume data and provides several key points for market participants to consider when evaluating the data in an effort to assist market participants to better understand and make informed conclusions about the data.
Why Funeral Homes Need Aftercare and Grief Services
As with most industries, the advent of new technology has altered many aspects of deathcare. However, there is one feature of funeral services that will remain consistent: compassionate care. The families funeral homes serve are experiencing grief and are often lost and in need of direction.
WebCE Updates Insurance Courses To Include The SECURE Act
As the industry leader in online continuing education, WebCE is dedicated to ensuring our content is current and all of our courses are up-to-date. In light of the new legislation, WebCE has updated more than a dozen insurance CE courses to incorporate the SECURE Act and the changes it has made in retirement planning.
COVID-19 Stimulus Packages Attracting Fraudsters and Scam Artists
In the wake of the public health crisis caused by COVID-19 and the resulting economic hardships, Congress passed the Coronavirus Aid, Relief and Economic Security (CARES) Act to provide financial assistance for individuals and businesses affected by the pandemic. But whenever federal relief money becomes available, it also becomes vulnerable to fraud.
