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Summary: It’s a hard truth that minorities and women are not well represented in the financial planning industry. In fact, women account for only 23% of CFPs. Blacks and Latinos represent just 3.5% of certificants — combined.
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Summary: As in every field, financial advisers have a standard set of metrics they use as a barometer for success.
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Summary: Looking forward presenting at the Dimensional Fund Advisors M&A Workshop on Oct 3rd.
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Summary: Millennials are now the largest generation in the U.S. workforce. Constituting just over one-third, a considerable number of this cohort are working as independents rather than as employees.
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Summary: By now, most financial planners have probably heard the story of how 13 individuals in different areas of the financial services industry — mutual funds, stock brokerage and life insurance among them — gathered in an airport hotel in December 1969 and planted the seeds of what has become the financial planning profession.
