Financial Finesse Acquires OfColor to Expand ‘Culturally Relevant’ Content
The financial wellness provider will integrate OfColor’s platform aimed to help workers of color.
In Practice
Q&A: WIPN’s Current President Talks About Its 15th Anniversary, the Future
At WIPN, Rosalyn Brown champions initiatives that empower women, especially those of color, in the financial services industry.
Larry Fink Sounds Alarm on US Retirement System
Fink looks to other countries, such as Australia, for pension system models.
Department of Labor Schedules ERISA Advisory Council Meeting
The October 22 online session will focus on lifetime income and the access to claims procedures.
Q&A: WIPN’s 9th President Talks About Navigating 2020
Daniella Moiseyev reflects on the difficulties of the COVID-19 pandemic and the ongoing challenges for women in the retirement industry.
WIPN to Celebrate 15 Years with NASDAQ Closing Bell Ceremony
In 15 years WIPN has grown into a 1,500-member organization advocating for gender equity in retirement services.
Q&A: WIPN’s 3rd President Talks About Formalizing Nonprofit Status
Laura Moskwa reflects on WIPN’s evolution, challenges for women in finance and her vision for the organization’s future growth.
CFP Board Receives $150,000 Donation for Women’s Scholarship
The donation from Schwab Advisor Services will be used to support the Women’s Initiative Endowed Scholarship.
Q&A: WIPN’s 1st President Discusses Organization’s Origins
WIPN—We Inspire. Promote. Network.—is nearing the completion of its 15th year helping to connect, mentor and advance women in the...
How Employee Resource Groups Can Make Financial Wellness More Approachable
Speakers at a webinar co-hosted by EBRI shared how the smaller cohorts can lead to more tailored financial wellness programs...
Staffing an RIA to Serve Small, Midsize Plans
An adviser leverages a strong back office, technology and careful selection of providers to serve an ‘underserved’ plan market.
Social Security: Beyond the Headlines
The third story in this quarter’s PLANADVISER In-Depth considers the current state of Social Security.
College for Financial Planning Launches Accredited Investment Fiduciary Training Program
Fi360, a Broadridge Company, selected the College as the official education provider.
Elections Could Effect Corporate DEI Programs
The polarized political climate is causing corporations to reevaluate their commitment to diversity, equity and inclusion, according to a panel...
Define ‘Crisis’
In the second story in this quarter's PLANADVISER In-Depth series, economists define the state of the U.S. retirement system.
CFP Board Launches Campaign to Attract Young Talent to Financial Planning
Ads targeting younger workers call financial planning “quite possibly the perfect job.”
Cybersecurity Best Practices for Retirement Plans
The game is continually evolving for keeping plan data and systems safe. In this special coverage article, experts discuss how...
AI Is Here. Fiduciaries Must Remain Diligent
Experts discuss how the benefits of artificial intelligence for 401(k) plan administration and management also come with risks to be...
Advisers Giving Back: Shane Hanson
Freedom Fiduciaries founder turned a 10-day trip running a basketball clinic for disadvantaged children into a lifelong mission to improve...
CFP Board Announces $500,000 Gift for College Scholars Program
The donation from financial professionals Charles and Judy Goldman will provide financial assistance to college students seeking CFP certification.