The pass rate for the July CFP exam remained stable at 62%, the Certified Financial Planner Board of Standards Inc. said. The CFP Board also said that it will administer the next CFP exam, which will be offered both at brick-and-mortar test centers and through a remote proctoring option, on Nov. 2-9. The deadline to register for the November exam is Oct. 19.
The CFP exam is offered in March, July and November. In July, 2,539 candidates took the exam, with 13% doing so remotely.
More than 90,000 planners now hold the designation, the CFP Board said in a release.
The "Crypto Mom" departure would leave the SEC commission with just two members and no Democratic commissioners on the panel.
IFP Securities’ owner, Bill Hamm, has a long-term plan for the firm and its 279 financial advisors.
Meanwhile, a Osaic and Envestnet ink a new adaptive wealthtech partnership to better support the firm's 10,000-plus advisors, and RIA-focused VastAdvisor unveils native integrations with leading CRMs.
A former Alabama investment advisor and ex-Kestra rep has been permanently barred and penalized after clients he promised to protect got caught in a $2.6 million fraud.
As more active strategies get packaged into the ETF wrapper, advisors and investors have to look beyond expense ratios as the benchmark for value.
Wellington explores how multi strategy hedge funds may enhance diversification
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
