-
The systems are expected to be updated by the end of April, following calls from financial advisors on social media to make a change.
January 29 -
Even as the numbers improve, Black and Hispanic advisors are still vastly underrepresented within the industry.
January 14 -
One thing was made clear at the annual event: There’s more work to be done.
November 24 -
Necessary new approaches include better cultural understanding, more flexibility for new entrants and more outreach, advisors and executives say.
November 19 -
The more out-of-left-field the change, the more profound the lesson learned, our columnist has found in the corporate and individual practice realms.
November 13Wealth Logic -
Here are prep techniques and resources for candidates taking a test that can seem daunting.
October 28CFP Board -
Director tenures, nominations and committees are changing after an independent task force identified weaknesses.
October 1 -
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 27CFP Board -
Industry groups warn of creeping fiduciary obligations, while consumer advocates see it as a setback for investor protections
August 7 -
The widespread popularity of the compensation descriptor, long ballyhooed by RIAs, ultimately proved problematic for the CFP Board which has updated its standards.
July 20