CFA Final Pass Rate Falls to 47%, Staying Below Historic Average

Published on October 20, 2026

Test-takers who delay their exams have a much lower chance of success

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Robertson Stephens Tops $10B with Deal For Institutional Consultant

October 20, 2026
The acquisition of Milwaukee-based Alpha Investment Consulting Group expands Robertson Stephens’ institutional consulting capabilities and adds a new office.

Mega Backdoor Roth for High Earners: A Playbook for Your Clients

October 20, 2026
For high-earning clients, standard retirement savings tools often fall victim to the law of diminishing returns. For married taxpayers filing jointly for the 2026 tax year who are covered by workplace retirement plans, deductible IRA contributions disappear at $149,000 in modified adjusted gross income (MAGI); Roth IRA contributions go away at $252,000 MAGI.