Meet the First Tax Planning Certified Professionals

Published on June 23, 2025

These self-professed lifelong learners mastered the American College's newest certification course in mere months.

Continue reading on website
Other news

Cetera CEO Durbin Cites 4 RIA Options as Differentiator for New Indie Channel

June 23, 2025
Mike Durbin explained the rationale behind offering multiple RIA options to the market and the firm’s success with some “signed wins” among defecting Commonwealth/LPL advisors.

Elevation Point Stakes $2.5B Ex-UBS Team

June 23, 2025
A 12-member group in Louisiana just sold a slice of its recently formed RIA.      Related StoriesMedicare Posts $11.2B Operating Profit for 2024Social Security Fairness Act Benefit Hikes to Be Completed by November: SSAFidelity Fund Bets on Midcaps Saying Tariff Shock Is Over