From Financial Planning
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Summary: It’s a hard truth that minorities and women are not well represented in the financial planning industry. In fact, women account for only 23% of CFPs. Blacks and Latinos represent just 3.5% of certificants — combined.
From wealthmanagement.com
Added on October 2019 in Form an RIA
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Summary: What would you think if I told you the majority of financial advisors in your area, your alleged competitors, are not real competition at all?
From wealthmnagement.com
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Summary: Whether it’s hurricanes like Dorian that routinely pummel the Southeast and parts of the Atlantic coast or the wildfires that wreaked havoc up and down the West Coast last year, summer has a way of reminding everyone in our industry about the importance of having a disaster recovery plan.
From InvestmentNews
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Summary: As in every field, financial advisers have a standard set of metrics they use as a barometer for success.
From RIA Match
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Summary: I am a financial planner with almost a decade of experience, ultimately looking for an opportunity to work "on" the profession of financial planning rather than "in" the profession. In the short-run, I am happy to be an advisor and continue to hone my craft. In the long-run, I hope to elevate beyond typical client work and increase my potential impact to the firm and the profession.
