Elements launches new one-page plan app under NYT 'Sketch Guy' Carl Richards
<![CDATA[ Plus, new "diversity-tech" for financial services and Skience scales its offerings ]]>
Jordan Utz
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NASAA gives advisors 5-year grace period for retaking licensing exams
<![CDATA[ The proposal mirrors FINRA's policy requiring annual continuing education. ]]>
5 IRA tips and tricks for advisors to note
<![CDATA[ In a time of economic uncertainty, investors are looking to make the most out of their IRA savings. ]]>
DOL Alum Expects Latest Fiduciary Rule Update Will Be Pushed Back
Phyllis Borzi says the Labor Department may wait to learn the outcomes of several ongoing lawsuits concerning a Trump-era rule before moving forward on new regulations.
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