Accounting

Keith Beverly, one of a handful of Black CFP-CFA holders, is pushing to mint more.

A fever-pitch argument over whether prices and wages will rise after the giant pandemic relief packages has split financial advisors into two camps.

Coronavirus put the Financial Planning Association’s volunteer program to the test.

Christine Kuglin started her journey to pass the test by thinking, 'Today is a good day to become a CPA.'

More than three-quarters of those who passed the test studied at least 10 hours-per-week, according to a recent study.

Like most financial instruments, special purpose acquisition companies present risks and rewards, and require due diligence from accounting firms to help avoid landmines.

A new committee staffed by CFP pros and others is tasked with refreshing what consequences advisors will face for failing to comply with the board’s standards.

The systems are expected to be updated by the end of April, following calls from financial advisors on social media to make a change.

Even as the numbers improve, Black and Hispanic advisors are still vastly underrepresented within the industry.

One thing was made clear at the annual event: There’s more work to be done.