Updated Friday, December 19, 2014 as of 5:09 AM ET
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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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 »
Worldwide, the number of people with $30 million or more to invest -- the kind of folks who would hire a family office -- rose 15.6% to 128,300 in 2013. See which firms manage the most assets. more »
Wealth management's top executives shared their outlook on how new technologies are shaping and challenging their firms as part of On Wall Street's exclusive set of interviews for our special report on the state of wealth management. more »
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