The CFP Board creates a diversity advisory group, providing women with access to financial products could boost the economy and investors trust advisors more than accountants.
It’s not conflicts of interest that push clients into high-cost, high-turnover investments, their advisors invest exactly the same way, according to a survey of 4,000 advisors and 500,000 clients.
New book aims to help millennials save for retirement, survey ranks financial advisors by client satisfaction and Athena Capital Advisors opens a new San Francisco office.