Displaying 11 results
What’s in an acronym? Advisors name their favorite designations
Advisor views designations as a 'layering process' that you can build on once you have a better understanding of client-specific needs.
How does the work and pay picture look for financial professionals?
Data from College for Financial Planning reveal views on compensation, career development, and workforce challenges.
Blending tech expertise with passion for financial planning
Mike Zung, of Java Wealth Planning, says being an outsider in finance has been more of an advantage than a challenge.
CFP exam pass rate highest in 8 years but which states saw the most takers?
Demonstrating experience on the job was the top reason cited for trying for certification.
Cracking the code
Universities spark enthusiasm among Black students for advisory careers with pragmatic pitches.
Strategies for continuing to diversify the wealth management industry
Panelists at the Women Adviser Summit in New York City say firms need to rethink how they look for new talent if they're serious about increasing diversity in the industry.
Kamila Elliott shares how firms can increase diversity, equity and inclusion
Speaking at InvestmentNews' 2022 Diversity, Equity & Inclusion Awards, Elliott talked about her journey through the wealth management industry as a Black woman.
CFP’s Center for Financial Planning joins Financial Alliance for Racial Equality
FARE, a partnership between financial services firms and associations and historically Black colleges and universities, plans to fund a scholarship next year to help people of color earn the CFP designation.
Facet Wealth subscription model poses threat to asset-based fees
The latest challenge to advisory fee models based on client assets is carving out a niche between robos and traditional financial planning.
Addressing the financial literacy crisis facing women in America
Society must integrate financial awareness into education, as men, and particularly women, need to improve their financial knowledge.
CFP board spreads word on standards
Concerned that the public - and even some financial planners - are clueless about its practice standards, the Certified Financial Planner Board of Standards Inc. in Denver is on a mission to spread the word.
