-
The CDFA can help financial planners as more older Americans divorce — putting retirement savings, estate plans and big assets on the line.
November 20 -
Employees at Ballentine Partners, a multifamily office and RIA, say their firm can be an example of how small or midsized independent firms can advance on DEI.
November 17 -
Financial advisors who want to serve groups historically denied access to wealth-building need a different approach, according to experts at an industry diversity summit.
November 16 -
A panel of representatives from several firms across wealth management discussed retention strategies at the CFP Board's Diversity Summit.
November 13 -
Despite concerns about corporate DEI efforts in retreat, financial planners at an industry diversity summit rallied to move forward on creating inclusive cultures.
November 10 -
The deal, which closed Oct. 31, adds 17 financial advisors and marks the RIA acquirer's fourth purchase under its new ownership.
November 1 -
Financial planning careers pay well and offer great prospects, but many students still don't know they exist.
October 25 -
How partnerships — particularly those between financial advisors and CPAs — can benefit firms and clients in a time of hypercompetition in the wealth management industry.
-
ChatGPT scored terribly on a practice CPA exam, scoring 39% in REG, 46% in AUD, 35% in FAR and 48% in BEC.
May 8 -
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