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While it may seem that there is a high barrier for entry, there are many resources available for advisors who deal with financial services abroad.
October 22 -
Director tenures, nominations and committees are changing after an independent task force identified weaknesses.
October 1 -
Unlike many digital advisors, Retirable is not offering investment management or targeting millennials.
September 30 -
Financial advisors can help the country’s increasingly diverse population, but we must fully realize our vision of recruiting more young and racially diverse talent.
August 27CFP Board -
“If you decide to make the portfolio more conservative, make sure you have a plan — an exact plan — on when to come back,” an expert says.
August 13 -
One of the largest professional designation and training schools launched a program to award free tuition to at least 25 students in the next year.
August 11 -
As one of the fewer than 1,400 black CFPs, I hope to be a gateway to economic empowerment and generational wealth for the African-American community, writes planner and contributor Zaneilia Harris.
August 6Harris & Harris Wealth Management Group -
The widespread popularity of the compensation descriptor, long ballyhooed by RIAs, ultimately proved problematic for the CFP Board which has updated its standards.
July 20 -
“The face of our industry is typically not me,” says the Vanguard and DFA veteran. “I thought about how many young people that I could inspire. So I raised my hand.”
July 16 -
“If anything, this environment has actually pushed people to complete their credits,” says John Loper, managing director of professional practice for the CFP Board.
July 2