(NewsUSA) – Celebrations of Rev. Dr. Martin Luther King, Jr. Day and Black History Month often prompt consideration of the United States’ diversity and the many contributions made by people of ...
A couple shares with their planner that they have been offered a significant employment promotion, but will require relocation. The planner responds by asking “how are you feeling about this decision?
Fostering diversity and inclusion can be likened to teaching. Both require a lot of hard work, passion, energy and training. And no matter how much teachers do in the classroom, they will always ...
I started my financial planning career as an intern at a wealth management firm in 2009 when the stock market rebounded from hitting the lowest point in over a decade. Listening to client ...
The public needs to have access to objective, ethical financial advice. And the financial planning profession has continued to evolve in meeting that need. To be a true profession, a career will have ...
Some 50 years after the birth of the independent planning movement, the industry is facing a succession crisis. In a rush to fill soon-to-be empty roles, firms have finally begun to build talent ...
The planning profession is rooted in principles that puts business ahead of people. Some people are beginning to push back. The struggle to save the UC Townhomes revealed to many something ...
With the Financial Planning Association’s announcement in July that it is moving forward with an advocacy agenda to gain title protection for the “Financial Planner,” it has become evident that there ...
When students at Hughes STEM High School in Cincinnati were asked back in 2016 what part of their school they’d like to improve, they identified Coy Field – an athletic field they use for baseball, ...
The Financial Planning Association will display images from its history at its annual conference this week in Las Vegas, where the FPA is commemorating its 25th anniversary since the merger of the ...
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