by Patrick M. Kelly | May 24, 2013 | Diversity, Job Market
CFP BOARD OF STANDARDS LOOKS TO INCREASE FEMALE Financial ADVISORS “Growing the ranks of female CFP professionals not only makes good business sense, but it builds the heart and soul of this profession, which is all about helping Americans achieve financial security....
by Patrick M. Kelly | May 9, 2013 | Diversity, Financial Services Industry
“The financial planning profession is expected to expand by 32 percent by 2020, more than twice as fast as other professions, according to the Bureau of Labor Statistics. Noting that 70 percent of women would prefer to work with a woman advisor, the need and the...
by Patrick M. Kelly | Oct 19, 2012 | Diversity
Census data puts the number of same-sex couples living together in 2010 at approximately 620,000. That trend is expected to grow, according to a survey conducted earlier this year by the Financial Planning Association. The survey of 5,500 FPA members found that...
by Patrick M. Kelly | May 7, 2010 | Diversity, Women Financial Advisors
Timing is everything, and I think talented women financial advisors have an advantage now. As Wall Street firms emerge from one of the most disastrous financial crises ever and their profit base begins to rise, we see them turn towards an increase in hiring once...