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Summary: The CFP Board’s Center for Financial Planning isn’t just talking about diversifying the advisor workforce, it’s trying to do something about this stubborn problem for the profession, and CFPs themselves are at the center of that solution.
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Summary: Chris Chen was 18 years old when he moved to the U.S. from Europe, where his Chinese father and German mother met each other in Spain. Mr. Chen was born in Switzerland and grew up in Belgium and France before his family moved to America in 1978, just in time for college at the University of Rochester in New York.
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Summary: Several surprises emerged when we asked a controlled audience of hundreds of independent RIAs, planners affiliated with broker-dealers and other advisors to tell us which technologies they prefer, what will markedly alter the wealth management industry, what products they are buying and avoiding — and why.
Added on December 2018 in Form an RIA
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Summary: Google Assistant, investing apps, virtual reality tech — clients are using them all. But which new digital tools are vital for advisors? Here’s a breakdown of the eight most-important technologies for 2019 and beyond.
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Summary:'My Story' is the perfect way to tell your firm’s value proposition. It appears at the top of your RIA Match Profile. We broadcast Featured “My Stories” to over 4,500 RIA Match subscribers. Best of all, ''My Story' is free to all subscribers! So, what are you waiting for? Write your ‘My Story’ today! We have suggestions for how to write a quick and easy ‘My Story
