Accounting

The hiring plans coincide with the firm's rollout of its digital advice offering, UBS Advice Advantage, which is offered through its call center.

While American women earn only 82 cents for every dollar men earn, the wage gap is far greater for female planners.

The revised code of conduct will broaden fiduciary responsibilities for planners, but critics say the framework falls short on disclosures and conflicts.

The technology is there, efficiencies are multiplying and the incentives are huge. So, why is the general mood so grim?

Men and women who work in accounting say there’s a low prevalence of sexual harassment in the profession; the numbers suggest otherwise.

Some are calling for the CFP Board to get tough on conflicts and compensation as it finishes revisions to its standards of conduct.

"Simply calling yourself a financial planner does not make you one," argues CFP Board CEO Kevin Keller.

The products can offset potential losses from lowered state and local deduction limits.

The 110-year-old wealth management firm intends to expand its tax-planning services through more acquisitions.

Firms can bring in great talent while assisting prospective CFPs with the experience requirement needed for the designation, according to a panel of experts at the board's Registered Program Conference.