Members of the Financial Planning Association who hold the certified financial planner designation helped 7,839 individuals on a pro bono basis last year, up 7% from 2019, according to the FPA.
In 2020, nearly 50 of FPA's chapters and more than 1,000 of its members delivered 14,750 hours of pro bono financial advice, the FPA said. When combining the one-on-one engagement numbers with the numbers of individuals participating in a variety of additional pro bono programs, a cumulative total of 11,637 underserved and at-risk individuals and families received support, the group said in a release.
The association said members and chapters responded to the COVID-19 crisis by adapting to the changed circumstances and offering a variety of virtual events and online venues to seek advice.
With over 600 clients, the $71 billion RIA acquirer's latest partner marks its second transaction in Oklahoma.
Also, wealth.com enters Commonwealth's tech stack, while Tifin@work deepens an expanded partnership.
Back office workers and support staff are particularly vulnerable when big broker-dealers lay off staff.
The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.
The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
