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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.

Alabama , United-states , Alaska , Virginia , Anchorage , Stanley-funches , Angie-ribuffo , Andrew-tudor , Stanleyt-funches , Ivy-league , Advisor-inclusion-council , Board-center

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.

United-states , America , Victor-orozco , Karrie-gordon , Marci-bair , Advisor-group , Advisor-inclusion-council , Calvert-group , Cerulli-associates , Wealth-consulting-group , Bair-financial-planning , Vice-president

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.

Denver , Colorado , United-states , Jeremy-gussick , Beth-csengody , International-business-leadership-conference , Inclusion-program , Pride-alliance-employee-resource-group , Client-community , Advisor-inclusion-council , Leadership-conference , Barnett-financial

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.

California , United-states , Illinois , Deer-park , Lakeview , Newport-beach , Chicago , Laura-latourette , Heidi-vanarsdale , Kristy-whitaker , Katie-krettler , Lisa-vanarsdale

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.

United-states , Chicago , Illinois , American , Edward-jone , Felicia-slaton-young , Catherine-stengel , Kathleen-zemaitis , Lynn-cohn , Stowell-friedman , Nyisha-bell , Seyfarth-shaw

Advisor Group launches first advisor council for IBD network

Advisor Group launches first advisor council for IBD network
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.

Phoenix , Arizona , United-states , Nebraska , America , Melanie-anderson , Erinn-ford , Raymond-james , Vince-morris , Debra-brennan-tagg , Kim-kropp , Brennan-tagg