CFP Board

Though more women are entering the industry, gender bias and other historical barriers remain.

Employees at Ballentine Partners, a multifamily office and RIA, say their firm can be an example of how small or midsized independent firms can advance on DEI.

Financial advisors who want to serve groups historically denied access to wealth-building need a different approach, according to experts at an industry diversity summit.

A panel of representatives from several firms across wealth management discussed retention strategies at the CFP Board's Diversity Summit.

Despite concerns about corporate DEI efforts in retreat, financial planners at an industry diversity summit rallied to move forward on creating inclusive cultures.

A potential regulation called the "retirement security rule" is already facing pushback. Here are the first reactions across the industry in favor and against it.

Financial planning careers pay well and offer great prospects, but many students still don't know they exist.

These 10 firms have the most certified financial planners among their advisors, highlighting the channel's ongoing shift away from sales to advice.

Advisors have until Dec. 3 to opine on proposed revisions to types of misconduct and resulting sanctions.

The founder and president of Summit Place Financial Advisors in New Jersey joined CFP Board as a board director in 2020.