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The initiative aims to improve the underrepresentation of women in the financial planning industry, who comprise not even one in four of all CFP credential holders.
March 28 -
Adding financial advisory services to your practice is a great revenue enhancer that deepens your client relationships.
January 18Arrowroot Family Office -
Four out of five executives believe there will be a recession in the next six months, according to a survey from PwC.
November 2 -
A financial planner can complement the CPA through the stressful process by taking on a number of supporting — yet crucial — roles.
November 1Waddell & Associates -
The four Black planners have worked for some of the largest firms in the industry. Now they've started their own ensemble practice.
October 18 -
Sheldon Whitehouse, D-Rhode Island, and Roger Wicker, R-Mississippi, introduced bipartisan legislation to put more responsibility on accountants and other financial professionals to safeguard against money laundering and other crimes.
October 3 -
The Securities and Exchange Commission charged several investment advisors with combined penalties of $1 million for violating the Investment Advisors Act's Custody Rule.
September 12 -
Serving a single family can be a complex — but profitable — niche.
August 23Napier Financial -
Students who complete the new master's program at NYU and pass the CFP exam can become CFP certified.
July 27 -
The results come from the College for Financial Planning’s first cohort of scholarship winners.
June 27