Many students still haven't heard of financial planning careers — what needs...
Financial planning careers pay well and offer great prospects, but many students still don't know they exist.
View ArticleCFP Board Diversity Summit in 2023 strikes notes of defiance, hope
Despite concerns about corporate DEI efforts in retreat, financial planners at an industry diversity summit rallied to move forward on creating inclusive cultures.
View ArticleRetaining diverse talent is tough — 3 tips on how to succeed
A panel of representatives from several firms across wealth management discussed retention strategies at the CFP Board's Diversity Summit.
View ArticleTo bridge racial wealth gap, understand 'fear of loss'
Financial advisors who want to serve groups historically denied access to wealth-building need a different approach, according to experts at an industry diversity summit.
View ArticleHow a multifamily office is creating a diverse talent pipeline
Employees at Ballentine Partners, a multifamily office and RIA, say their firm can be an example of how small or midsized independent firms can advance on DEI.
View ArticleMeet the CDFA, a certification for advisors with wealthy clients facing divorce
The CDFA can help financial planners as more older Americans divorce — putting retirement savings, estate plans and big assets on the line.
View ArticleNew RIA platform bets on unique business model: No private equity money
For advisors seeking a type of independence that defies industry norms of success, two female CFPs have launched a co-op promising to be a firm of one's own.
View ArticleCFP Board completes rules overhaul with revised enforcement guidelines
Misconduct categories, new sanction factors and tweaks to the oversight procedure finish a process that started in 2016, General Counsel Leo Rydzewski said.
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