CFP Board Offers Remote Testing for Next Exam
By Melanie WaddellOf the 2,154 candidates who took the most recent CFP test, just 6% did so remotely.
October 14, 2020
Billion-Dollar RIAs' Annual Growth Tops 9%: SchwabLarge firms are likelier than their peers to have written strategic and succession plans in place.
October 13, 2020
The 4 Personality Keys to M&A SuccessHightower worked with social scientists to develop an approach to help advisory businesses find the right cultural fit.
October 13, 2020
Kitces: Rumors of Reg BI's Death Under Biden May Be ExaggeratedA new administration may not have the "appetite" for new rules but could reinterpret existing ones, the XY Planning co-founder says.
October 13, 2020
Fidelity Hiring 4,000 Workers, Including AdvisorsThe firm plans to hire thousands of financial advisors, licensed reps and customer service employees over the next six months.
October 13, 2020
Fidelity: RIA Deals Accelerate in Q3IBDs, meanwhile, seem to have entered a consolidation period after two years of transformative transactions, Fidelity reports.
October 13, 2020
Apella Capital Recruits $489M RIA VestoryThe $1.5 billion RIA and Symmetry Partners affiliate plans to use this move as an "anchor" to West Coast growth.
October 13, 2020
XY Planning Unveils New Advisor PortalThe group also announced a partnership with the Association of African American Financial Advisors to help attract Black financial planners.