If the financial services industry is serious about engaging more women as advisors, there’s a lot more work to be done. Not only are there serious misconceptions and barriers still in place, a new study by the CFP Board reports less than a...
A recent WealthManagement.com article (“Is the CFP Board Losing Credibility in the Eyes of Advisors?,” April 11) does not provide an objective or balanced report on the attitudes of CFP professionals or CFP Board. The article seems to...