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Why keeping it real is more powerful DEI advice than you think

Why keeping it real is more powerful DEI advice than you think
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

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The New Guard: Marci Bair on the Wealth Transition and SRI

I talked with Marci Bair, CFP, CEO, President and founder of Bair Financial Planning, about the impending wealth transfer and SRI.

United statesVictor orozcoKarrie gordonMarci bairAdvisor groupAdvisor inclusion councilCalvert groupCerulli associatesWealth consulting groupBair financial planningVice presidentWealth consultingBair financialSocially responsible investingFinancial planningChanging face

LPL Financial furthers commitment to more inclusive financial services industry

The firm has given its support to the National LGBT Chamber of Commerce (NGLCC) and the LGBTQ+ advisor business community.

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Judy and Lisa VanArsdale leave LPL for SageView Advisory

The mother-daughter team sold their practice to SageView Advisory after deciding that they needed to shed some tasks in order to spend more time with customers.

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Ex-Edward Jones advisor Felicia Slaton-Young discusses $34M settlement

Ex-Edward Jones advisor Felicia Slaton-Young discusses $34M settlement
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

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