Monthly Archive: February 2024


NAPA Debuts Workplace Retirement Income Certificate Program

The National Association of Plan Advisors has launched a certificate program designed to help financial advisors evaluate, explain and implement retirement income solutions for clients running 401(k) plans. The certificate program is a self-paced...


Best & Worst Broker-Dealers: Q4 Earnings, 2023

Start Slideshow Six large broker-dealers reported a drop in earnings in the final quarter of 2023, with five posting positive results after adjustments. Some firms’ fourth-quarter and annual results were affected by fees imposed...