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New diversity report makes familiar recommendations
The report from the CFP Board outlines specific steps proven to establish and cultivate equity for employees at all levels with financial services organizations.
Native Women Lead snags big grant
The funding from the Comcast NBCUniversal Foundation will support the group's work of preparing Native American women for careers in asset management and wealth management.
Closing the gap: New network sees potential in client care circles
Collaboration between complementary professionals is a missing link for many clients, who are expected to patch advice from various professionals into a comprehensive plan.
