Kate Dore

Kate Dore

Director of Public Relations

Kate Dore serves as FPA of Middle Tennessee’s director of public relations and founder of CashvilleSkyline.com.

CFPs

5 lessons from failing the CFP exam

Failing the test can be devastating, but you shouldn’t quit. Avoiding these mistakes may help you earn a coveted passing grade.

By Kate Dore

April 19

TRENDING

Wealth management

Merrill leaps back into recruiting with $3.5B team from JPMorgan

An industry recruiter said the Bank of America subsidiary has become almost "unhinged" with the amount of money it's willing to offer advisors it's recruiting.

By Dan Shaw

April 19
Tax

New CPA exam section on financial planning links tax and wealth

After a decade-long effort by holders of the personal financial specialist credential, aspiring candidates can be tested on investments, retirement plans and other areas.

By Tobias Salinger

April 19
Industry News

Goldman Sachs, Morgan Stanley, Citigroup: How they're deploying tech and what it costs

During first-quarter earnings calls, top executives of mega firms like Goldman Sachs, Morgan Stanley and Citigroup talked about how they're testing AI and high-tech tools.

By Rachel Witkowski

April 18