RIAs

When the CFP Board surveyed members on the stark lack of diversity in the profession, opinions on the root causes of the problem were split along racial lines.

Scheduling freedom allows for more time with the kids, say those in the industry.

A good financial advisor can add tons of value. But, “good” is a subjective term.

The financial services giant says two locations will be home to a major innovation effort.

Bundling your home internet, cable, and telephone services was a great deal once, but not anymore. RIAs have to rethink purchases of all-in-one technology packages for their practices too.

NASAA President Joseph Borg also vowed to work with SEC Chairman Jay Clayton’s team on improvements to the Regulation Best Interest proposal.

Aside from filling an obvious gender gap, new evidence is emerging about the reasons why firms should promote diversity.

The 2004 industrywide accord is rocked by changes its founders did not foresee.

The CFP Board’s new code of ethics should be celebrated for embracing the fiduciary concept — will the standards be strengthened even more in the future?

Finding the talent for your practice might require you to step outside your comfort zone.