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.
The Next Advisor Talent Fight Is About Brand, Tech And Trust
J.D. Power says younger advisors want AI, social media and brand support as firms face an aging advisor workforce.