The number of advisers holding the Certified Financial Planner designation grew 3.9% to 86,378 last year, according to the CFP Board of Standards.
The board noted that Black and Latino CFPs now total 3,259, up 12% last year, while the number of female CFPs grew by 4% to 20,100, breaking the 20,000 level for the first time.
In addition to more effective outreach to women and people of color, the board attributed the overall growth in the number of CFP professionals in part to its encouragement of and support for firms that are moving toward more holistic advice models, requiring that advisers hold the CFP mark.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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