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I just received this letter from the CFP Board. Thank you, Thank you, THANK YOU!

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LATEST NEWS AND ARTICLES

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Former Morgan Stanley Advisor Convicted in $5 Million Fraud Scheme Involving NBA Players

A federal jury convicted former Morgan Stanley advisor Darryl Cohen for orchestrating a fraud scheme that targeted three professional basketball players and resulted in losses totaling approximately $5 million, according to Wealth Management.

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FINRA Charges Sutter Securities and Former CEO in Excessive Trading Case Involving Elderly Client

The Financial Industry Regulatory Authority (FINRA) has filed an enforcement complaint against Sutter Securities Inc.

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March 20, 2026
McKinsey Forecasts Sweeping Changes for Wealth Management Over the Next Decade

The U.S.