Raymond Fazzi

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10 States Most Vulnerable To Identity Theft, Fraud

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Data breaches have decreased in 2020, but businesses and residents in these states still need to be wary.

Former SEC Investigator Tapped To Head CFP Enforcement

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Thomas Sporkin will lead a team responsible for enforcement actions at the CFP Board.

CFP Board Issues Consumer-Tested Client Engagement Letters

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The two sample letters are designed to help CFP professionals comply with the board's new ethics rules.

RIAs Among Leaders Of Fastest-Growing Professionally Managed U.S. Assets

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Both hybrid and independent RIAs are achieving double-digit growth rates, according to Cerulli Associates.

Majority Of Americans Say Their Votes Won't Depend On Finances

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Nearly 60% said they won't base their votes on their personal finances in a MyBankTracker.com survey.

U.S. Workers Heading Blindly Into Retirement, Survey Says

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Nearly three-quarters of workers are failing to calculate how much they need for retirement, according to MoneyRates.

Asset Managers Move Ahead On ESG Despite DOL Challenge

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Plans to expand ESG options in retirement plans are moving ahead despite limits proposed by the DOL, a new report says.

Homes For Sale Are Dwindling As U.S. Residents Hunker Down

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The stock of available housing has nosedived as the buyer's market has heated up, a new report says.

Top Holdings Of Billionaire Investors

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Here's where the likes of Warren Buffett, Carl Icahn and George Soros are putting their money.

FA's Ten Fastest-Growing RIAs

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These RIAs entered the year of Covid on the heels of spectacular asset growth.

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