-
Parker’s candid responses to Financial Planning’s rapid-fire queries on new digital tools, sexual harassment, Social Security planning, deal-making, how (not) to talk to clients about the stock market run-up and more.
January 29 -
The firm sought to clarify circumstances surrounding the departure last month of former Congressman Harold Ford Jr.
January 22 -
It’s an uncomfortable topic, especially after a bruising round of accusations in the 1990s.
January 19 -
Here's how independent advisors can build a culture of zero tolerance for gender discrimination.
January 11Mercer Advisors -
Planners have picked up some bad habits over the years. Here’s what do to about it.
January 2Momentum Advisors -
Regular meetings can yield honest client feedback and advice on nearly everything about your firm. But it’s not as easy as just asking a few people to join you for coffee.
December 13 -
Financial advisory practices need to take responsibility for setting a positive culture and stopping abuse.
December 12Life Planning Partners -
He is the latest in a string of high-profile men to lose their jobs after accusations of mistreating women.
December 7 -
After a social media quote provoked criticism, the special advisor on gender diversity replies.
June 19CFP Board -
Hiring former professionals could help firms improve diversity in a field that’s still 84% male.
May 30