66% Pass Rate for CFP's First Computer-Based Exam
The CFP Board’s first computer-based exam attracted over 2,100 applicants.
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From the breakthrough performance of 'robo advisors' to Schorsch's big grab, the advisory industry has seen major changes in 2014. Here's a look at the most important events and trends pushing the industry forward this year. more »
Check out four big shifts that should have a significant impact on the financial advisory industry in the coming year. more »
Optimism about business growth and a rising sense of alarm at security breaches are shaping U.S. banks' tech spending plans for 2015. more »
Clients of advisors who custody with Fidelity will have free access to LearnVest's "financial wellness" educational content. more »
The 6,800-plus-square-foot office in Silicon Valley will allow the firm to serve its growing client base in the area, while also being near one of the country's top technology centers. more »
The industry regulator closes the comment period for its controversial data-reporting initiative as brokerage trade groups warn of privacy concerns and compliance costs. more »
As the rate of change accelerates, advisors face big shifts in automated tools, portfolio management and rebalancing. Our annual report shows where the action is. more »
Technological shifts happen quickly. The industry finally seems to have noticed. more »
Use these practice management approaches to give yourself an edge over the competition and help you attract ideal clients for years to come. more »
New tech-driven startups have upended the financial advice market. Now they just have to get through the coming shake-out. more »
As the pace of cyberattacks increases, asset managers are taking a hard look at their cyber insurance coverage to make sure that it will cover them should they become a target. more »
Layout, compensation and training can make or break high-tech, high-concept branches, said bankers at BAI's Retail Delivery conference. more »
"The world has shifted from outbound to inbound marketing techniques," Craig Faulkner, founder of FMG Suite, says at Schwab Impact. more »
35 Great Schools for Financial Planning
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