CFP Board’s 3,214 July Record Was Only The Start Of A Bigger Advisor Talent Race
A record 3,214 candidates sat for the July 2025 CFP exam, but younger candidates, employer funding and advisor retirements make the talent story bigger.
New Jersey’s Advisor Rule Takes Effect Oct. 1. The Industry Still Wants An Exemption.
New Jersey’s ABC worker rule takes effect Oct. 1 as financial firms push for an advisor carve-out and lawmakers weigh S2782.