Seen and Heard: Get the Word Out to Get Women in the Industry
Pershing's Kim Dellarocca, consultant Angie Herbers and others on how to boost the number of female advisors.
Want to Boost Your Bottom Line? Add More Women
One need look no further than the numerous reports and comments made by influential professionals—both male and female—for evidence that gender diversity, as well as adding and escalating women in corporate roles, are key drivers of business growth.
Understanding Advisor Economics 101: Follow the Money
The economics of being a wirehouse broker vs. an independent advisor, of the wirehouses vs. fee-based financial services firms, and the CFP Board.
3 Ways to Address Advisor Shortage
It’s not that Gen Yers don’t care; they just don’t know about the career opportunities the financial services industry can provide.
Camardas Amend Court Filing to Block Client List From CFP Board
The move comes shortly after the CFP Board filed a motion asking the Camardas to hand over client information, which raised questions about privacy rules.
Why I Won’t Sell Life Insurance Any More
Over the last seven years, I’ve sold life insurance policies when necessary, but here’s why I won’t offer any more insurance products to clients.
Has the CFP Board Overplayed Its Hand With the Camardas?
Even if the Board wins its suit, what will be the long-term cost in the hearts and minds of other CFPs?
CFP Board Request for Camardas' Client List Raises Eyebrows
The latest filing in the CFP Board/Camarda legal tussle is raising some questions about privacy rules, Brian Hamburger of MarketCounsel says.
CFP Board Hires Loper to 'Strengthen' CFP Mark
John Loper will be director of corporate relations, playing a key role in encouraging top firms' "preference for and investment in CFP certification."
Can CFPs Really Be Fiduciaries?
To my mind, the onus for establishing standards for how CFPs should live up to a fiduciary standard fall squarely on the CFP Board.