Diversity and equality
Diversity and equality
- FP magazine
The "I am a CFP Pro" campaign will feature younger, more diverse voices from the planning community.
April 6 -
While women are far less likely to engage in misconduct, they're punished much more harshly for any infractions, per a new study.
March 14 -
Although underrepresented in the industry, the odds of women running a passive fund versus an active fund are 1.36 to 1, Morningstar says.
March 9 -
There are more CFPs over 70 than there are under 30. The board's Center for Financial Planning looks to fix that with new diversity and internship initiatives.
February 15 -
Black employees at the firm say lucrative client accounts were often steered toward financial advisers who weren’t black.
January 3 -
Adviser Zaneilia Harris seeks out clients who resemble a former version of herself — young, single, African-American women struggling to make wise choices — and keeps them by structuring compensation in an atypical way.
December 28 -
Domestic partners who shun marriage may want to rethink those convictions. Here’s why.
December 6 -
Some of the most significant financial planning changes advisers should consider when working with same-sex couples.
November 23 -
Some of the most significant financial planning changes advisers should consider when working with same-sex couples.
November 23 -
Advisers beware: This could be what's wrong with how you're communicating with female clients.
October 24