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3 days ago | 
investmentnews.com | Leo Almazora
The CFP Board has launched a new official exam preparation platform aimed at helping future advisors improve their chances of passing the CFP exam. The CFP Exam Prep tool became available May 12 and is the first exam study solution to be released directly by the Board. It incorporates artificial intelligence and microlearning to create a more tailored and interactive study experience.
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3 days ago | 
investmentnews.com | Leo Almazora
Bernstein Private Wealth Management has appointed Ashley Velategui as head of its wealth strategies group, the firm announced Monday. Velategui, who has been with the firm for 18 years, stepped into the role effective May 9. She will lead a team of financial professionals focused on advising high net worth and ultrahigh net worth clients across the US on areas such as financial planning, philanthropy, tax strategy, and implementation of investment plans.
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3 days ago | 
investmentnews.com | Leo Almazora
Commonwealth Financial Network is extending a hand to first-generation college students with a new internship initiative in partnership with Boston College’s Messina College. The collaboration is set to begin this fall, welcoming 10 students to Commonwealth’s Waltham headquarters. The internships, which will run during the fall semester, are designed to offer foundational exposure to roles across wealth management.
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3 days ago | 
investmentnews.com | Leo Almazora
In a financial landscape marked by rapid change and rising client expectations, a select group of US advisory firms have proven themselves leaders in trust, innovation, and results. InvestmentNews is proud to unveil its 5-Star Wealth Management Teams for 2025, a special recognition of elite advisory groups making measurable impact for clients and the industry at large.
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5 days ago | 
investmentnews.com | Leo Almazora
Florida is poised to enact legislation that would permit non-compete agreements to last up to four years – a development that could reshape the employment landscape for high-earning professionals, including financial advisors, in the state. The bill, dubbed the CHOICE Act, was passed by the state legislature on April 24 and awaits the signature of Governor Ron DeSantis. If signed into law, it would take effect in July.
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6 days ago | 
investmentnews.com | Leo Almazora
Mothers working in advisory firms are broadly satisfied with their careers, though the earliest stages of parenthood often present steep challenges, according to new findings from The Ensemble Practice. The firm’s latest survey, which gathered responses from 137 mothers in advisory roles, found that more than half rated their career satisfaction as a 9 or 10 out of 10, while another 41 percent gave scores of 7 or 8. Just 7 percent rated their satisfaction below 7.
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6 days ago | 
investmentnews.com | Leo Almazora
Sanctuary Wealth and Raymond James have announced new additions to their growing advisor networks, with Sanctuary welcoming a $2 billion breakaway team from UBS as Raymond James scoops up a pair of defectors from two rival broker-dealer firms.
Sanctuary adds $2 billion UBS breakaway firm
On Friday, Sanctuary Wealth announced it has welcomed 1280 Financial Partners, a multistate team managing approximately $2 billion in client assets, to its partnered independence platform.
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6 days ago | 
investmentnews.com | Leo Almazora
Wealth.com, Vestwell, and Vanilla have announced separate updates aimed at expanding estate planning and workplace retirement services for financial advisors, underscoring a growing trend toward integrated, scalable solutions in the RIA space. Wealth.com has been selected as the exclusive estate planning partner for OneDigital, a strategic advisory firm offering insurance, wealth management, and employee benefits to small and mid-sized businesses.
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6 days ago | 
investmentnews.com | Leo Almazora
Three multi-family offices and RIAs have made significant additions to their leadership benches over the past week, bolstering investment and operations capabilities as they push past key asset milestones.
Utah-based Crewe Advisors deepens investment bench
Salt Lake City-headquartered Crewe Advisors has expanded its leadership team with two internal moves aimed at solidifying its long-term investment strategy.
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6 days ago | 
investmentnews.com | Leo Almazora
As an estimated $105 trillion is poised to change hands by 2045, new research from UBS highlights how wealthy women and the next generation of heirs face significant emotional and logistical challenges in navigating the transfer of wealth. In its 2025 Own Your Worth report, “Heir dynamics: Money in motion,” UBS surveyed 2,000 women with at least $1 million in investable assets.
