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Why 'keeping it real' is more powerful DEI advice than you think

Why 'keeping it real' is more powerful DEI advice than you think
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

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The New Guard: Marci Bair on the Wealth Transition and SRI

I talked with Marci Bair, CFP, CEO, President and founder of Bair Financial Planning, about the impending wealth transfer and SRI.

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LPL Financial furthers commitment to more inclusive financial services industry

The firm has given its support to the National LGBT Chamber of Commerce (NGLCC) and the LGBTQ+ advisor business community.

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Judy and Lisa VanArsdale leave LPL for SageView Advisory

The mother-daughter team sold their practice to SageView Advisory after deciding that they needed to shed some tasks in order to spend more time with customers.

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Ex-Edward Jones advisor Felicia Slaton-Young discusses $34M settlement

Ex-Edward Jones advisor Felicia Slaton-Young discusses $34M settlement
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

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