People Moves Related to "Shook Research races to reassure advisors after New York Times reveals Forbes terminated top editor over $6-million payout, but critics call 'advice gift' defense hard to swallow"
Headline
Publish date
Bill Winterberg is dropping his CFP mark and letting the CFP Board know he finds recent moves outrageous -- in a farewell shot -- as his career shifts away from planning
Mar 14, 2026The veteran technology analyst and financial planner has called time on 18-years as a CFP, because he believes the organization is increasingly focused on self-enrichment.
Biz Briefs: SEC cracks down anew on RIA reverse churning ~ Envestnet borrows $350 million to buy its own stock ~ Fidelity is creating a crypto waiting list while exec questions crypto ecosystem
Nov 18, 2022Fed up SEC is ready to take on all nonsense at once; stock shocks, Orwell's new name game; Fidelity hosts a line dance
Morgan Stanley wants more Barron's Top Advisors so it poached Barron's 'Top Advisor' insiders, which says as much about the wirehouse as the publishing house
Jan 5, 2021The wirehouse knows that no big firm owner puts phone calls from Sterling Shea or Alison Rooney on hold, and it's willing to hire and train them to fit new jobs