The Daily Brief

The November CFP exams will be offered remotely, in addition to the brick-and-mortar centers administered by Prometric.

The College for Financial Planning released a small study indicating advisors have grown their client base during the pandemic.

Advisors can now save notes associated with financial planning directly to clients' CRM records.

M1 has raised just shy of $100 million in its quest to be the 'next-gen finance super app.'

The UBS x Luminary Fellowship Program will be given to 55 candidates, and is aimed at assisting businesses that are owned and operated by women of color to help them withstand the pandemic's impact.

Don McDonald and Tom Cock, hosts of the 'Talking Real Money' podcast and co-founders of the RIA Vestory, will expand Apella’s West Coast footprint.

The wealthtech software provider hired fintech veteran Minerva Tantoco as its first CTO.

The free, virtual conference is scheduled for December and is open to Northwestern Mutual and outside attendees.

The new reporting feature has been in demand for two years, according to the firm's CEO. It's now available.

Reynaldo Figueredo made the move to the division of Raymond James based on its client-centric culture and boutique feeling, and is the sixth advisor to join the division's Miami office this year.