CFPs

“The only reason why I could see them doing that is shame,” one critic says of the move; the board calls it an important shift in the conversation about fiduciary care.

Communities of color still don’t see enough advisors “who look like them.”

I don't need outside credentials to bolster my credibility — I have my own.

These shortcomings were primarily due to “systemic, longstanding, governance-level weaknesses,” a new report says.

Technology can speed up the planning process, but advisors still need to smartly allocate human resources.

The second annual event highlighted the business reasons firms should be prioritizing expansion of their diversity and inclusion initiatives.

I had a strong opinion. Then our reporting changed my mind.

With tens of thousands of certificants affiliated with giant BDs, the documents required by the new standards are making their conflicts of interest plain as day.

A Financial Planning editor's "jaw dropped" after reading a recent Wall Street Journal op-ed that downplayed the billionaire's remarks at the Tiburon CEO summit.