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CFPs earn 11% more than other financial planners: Compensation study

Median total compensation for certified financial planners climbed to $195,000 last year. But pay varied widely, depending on factors like experience and type of firm worked at.

Global CFP body says using AI doesn’t change responsibility to clients

As adoption escalates, FPSB practice guidance covers eight ethical principles as two thirds of financial planning firms already adopt the technology

Every Broker-Dealer Tracks Completion, But Almost Nobody Tracks Readiness

A.D. Banker offers a defined Series licensing path by adding Series 52 and Series 24 exam preparation; creating a single, FINRA- and MSRB-aligned platform covering first exam to pr...

FP's May continuing education quiz now available to advisors

Subscribers to Financial Planning can earn one continuing education credit toward recertification by successfully completing the 10-question quiz.

Global Communication Certification Council Names Diverse International Board to Lead Push Toward Independence

New 2026–2027 board spans four continents, positioning GCCC to attract communication organizations beyond IABC to adopt the CMP and SCMP certifications CHICAGO, June 8, 2026 /PRNew...

CIRO proposes framework for advisor incorporation

Proposed rule changes would end a long-standing gap in compensation structure between mutual fund and investment dealer advisors across Canada

Ready to get a retirement certification? Consider these factors

Whether thinking about an RICP, RMA, CPRC, CRPC or another retirement credential, experts say it's important for financial advisors to consider the needs of clients and prospects a...

Your CFP Is Probably Using AI — Here’s What You Should Expect

FPSB's new AI guidance for CFP professionals sets expectations for consumers on advisor AI use, disclosures, and data privacy. Here's what to ask your planner. The post Your CFP Is...

North Carolina Board of Certified Public Accountant Examiners Makes a Persuasive Argument Against Paper

North Carolina CPAs should already be aware that you are hours away from a deadline […] The post North Carolina Board of Certified Public Accountant Examiners Makes a Persuasive Ar...

North Carolina Board of Certified Public Accountant Examiners Makes a Persuasive Argument Against Paper

North Carolina CPAs should already be aware that you are hours away from a deadline […] The post North Carolina Board of Certified Public Accountant Examiners Makes a Persuasive Ar...

SEC Division of Examinations Publishes Risk Alert on Economic Conflicts of Interest

NFA Seeks to Ease Member Requirements Regarding Annual Questionnaire Filings and Branch Office Supervision

UH President Hensel named to CFP board

University of Hawaii President Wendy Hensel has been selected to represent the Mountain West Conference on the College Football Playoff Board of Managers, according to a release fr...

CFPB Now Requires ID Verification to File a Complaint

CFPB now requires email and phone verification to file complaints, steering credit disputes to Equifax, Experian, and TransUnion first. Advocates object. The post CFPB Now Requires...

CREB weighs new designation model to ‘elevate the profession’

The board of directors is considering a new membership stream tied to professional development, ethics and leadership – while trying to avoid creating divisions among members. The...

CFPB Positions Mark Paoletta to Succeed Russel Vought

AICPA launches national campaign championing the CPA profession

CPA Trust aims to boost the profession’s profile via media promotions that highlight the unique brand of trust that CPAs offer.

Trump nominates former CFPB deputy Brian Johnson to lead the bureau

MBA welcomes pick as mortgage brokers watch for signals on LO comp and regulatory direction

Alejandro Hernandez III J.D., Joins Finseca and NAIFA, Reinforcing ARH Global Advisors' Commitment to Fiduciary Excellen...

I am honored to have been accepted as a member of both Finseca and the National Association of Insurance and Financial Advisors (NAIFA). MANHATTAN, N.Y., July 6, 2026 /PRNewswire-P...

Earn CE credit with Financial Planning's June quiz

Subscribers can stay up to date on key industry issues while earning one hour of continuing education credit toward maintaining professional certification.

CFPB prioritizes Reg X, GSE streamline refis as LO Comp hopes fade 

The Consumer Financial Protection Bureau could finalize changes to its Regulation X servicing rules while creating a regulatory pathway for streamlined GSE refinances by the end of...

BBB refers prediction market Kalshi to state regulators over ad inquiry

A BBB advertising watchdog escalated its review of Kalshi after the prediction market platform declined to participate in an inquiry into influencer disclosure practices.

CIRO's first CEO will retire next year

The board has hired Russell Reynolds to lead the search for a successor

FCA review of financial promotion approvers finds some firms need to raise standards

On 27 May 2026, the Financial Conduct Authority (FCA) published its findings following a review which assessed ten authorised firms that approve financial promotions for businesses...