Record Diversity Additions and Scholarship Awards for CFP Board
The increase in gender and racial diversity among CFP professionals supports the board’s goal of increasing public access to competent and ethical financial planning.
Tag: women advisers
Trends
Women in C-Suite Roles
They’re underrepresented, but progress is being made.
Practice Management
Women in C-Suite Roles Remain Scarce, Even as More Enter Financial Services
Firms must take concerted action to prepare, train and promote more women to senior leadership roles.
Practice Management
To Surmount the Gender Gap
The financial adviser industry works to change with the times.