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Kamila Elliott, first Black CFP Board chair, reflects on 2022

In her historic year, Kamila Elliott planted many seeds for improving diversity within, access to and awareness of the financial planning profession, but she says it has a long way to go.

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Kamila Elliott begins historic tenure as first Black CFP Board chair

Upon assuming the role at the start of 2022, Elliott became the first Black person to ever lead the organization. But the veteran advisor says she’s just getting started.

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Ron Davidson, longtime wealth management advisor, discusses career, succession plan

Ron Davidson, longtime wealth management advisor, discusses career, succession plan
bizjournals.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from bizjournals.com Daily Mail and Mail on Sunday newspapers.

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Inside an LPL Advisor s Succession Plan

Inside an LPL Advisor s Succession Plan
wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.

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