Trends
Career Mentor or Advocate?
Underrepresented groups are advancing in financial services, but what helps the most is having a workplace advocate—someone to champion their abilities when they’re not in the room.
Reported by John Manganaro
To access this premium content, please sign up for a free account!
You Might Also Like:
More Than Half of Plan Advisers Expect to Use AI
Adviser practices using artificial intelligence may become a reality in the next 12 months, according to BlackRock surveying.
Fisher Investments to Spin Off Independent 401(k) Practice
The RIA is spinning off its 401(k) division to become Fisher Retirement Solutions.
Recent College Graduates See Finance as Top Career Prospect
Young adults are also more optimistic in career prospects compared to prior years; separately, CFP marked a milestone of 100,000...