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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 -
A task force will issue recommendations to shore up the disciplinary process ahead of the board's November meeting. Here’s what advisors need to know.
September 19 -
The board is calling for public comment on a variety of changes and released FAQs for planners about new standards of conduct taking effect next year.
November 27