-
-
Karen Ly is head of global liquidity specialists in global transaction services at Bank of America.
August 27 -
“Given the moment that we’re at in history with all of the threats to racial, gender and climate justice, it really felt like it was time to expand what we were doing.” Rachel Robasciotti says.
August 27 -
-
Financial advisors can help the country’s increasingly diverse population, but we must fully realize our vision of recruiting more young and racially diverse talent.
August 27
CFP Board -
Jack Brod, CFP is 2020 chair of the Board of Directors of the Certified Financial Planner Board of Standards.
August 27 -
The president has deferred payroll taxes that fund the program, and says he would eliminate them if elected to a second term.
August 27 -
-
-
“The reality is they were always supported by a large team,” according to CEO Jenny Johnson.
August 27







