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AAPI financial advisors are underrepresented in the industry and still sometimes feel unseen even within conversations about DEI, industry experts say.
December 5 -
Here's how these three women are advancing financial planning in their communities.
August 10 -
The CFP certification costs thousands to finance. Industry groups hope that a new bill will make it attainable for more people.
July 31 -
The first-of-its kind conference is for all Latino or Hispanic-identifying professionals who want to become advisors or grow in the field.
July 13 -
The third title in six years for the respected program highlights how financial advisors and wealth management firms are investing in the future of the industry.
November 8 -
The lack of formal codification and an accurate count of customers leaves the profession struggling with fundamental questions about identifying the true practitioners and their base of clients.
September 30 -
The Financial Planning Association has begun a multi-year effort to legally protect financial planners' titles.
August 12 -
The organization seeks to expand on the success of its first year offering the internship-style training in its second summer.
June 16 -
Research from the FPA found a sharp uptick in planners using and recommending digital assets.
June 3 -
The Foundation for Financial Planning has been rallying financial planners and corporate executives for more than 26 years to help the people advisors typically don’t reach.
May 10