The Certified Financial Planner Board of Standards Inc. said that its next CFP exam, to be held July 6-13, may be taken either in person at a Prometric test center or through a remote proctoring option.
That choice will be available for the November 2021 exam as well, the board said in a release.
During the March exam window, 2,686 candidates took the CFP exam, resulting in a 63% pass rate. A total of 7% of the March candidates tested remotely.
Registration for the July exam is open through June 22. Registration for the November exam, given Nov. 2-9, opens July 15.
Chicago-based Mesirow Fiduciary Solutions adds flexPATH's plan-level outsourced fiduciary book, boosting its retirement market reach to $164 billion.
Also, Raymond James's employee advisor channel adds breakaways from Wells Fargo and Stifel, while UBS welcomes an ex-Morgan Stanley duo in Indiana.
It promised guaranteed principal and 10% monthly returns. The SEC says it invested nothing.
Ten years after entering the fee-based annuity market, MassMutual Ascend says nearly half its lifetime sales came in the past two years alone – but barriers remain among fee-only advisors.
Amplify, WealthReach, Zeplyn and Zocks have unveiled partnerships aimed at automating portfolio management, content creation, account opening, and client communication.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
