New FPA President James Lee outlined the organization’s plans for the new year and the reasons behind its departure from the Financial Planning Coalition.
New research from WealthManagement.com's WMIQ suggests firms are inhibiting growth by minimizing, and in many cases mishandling, marketing and client communications.
Join this webinar on Jan. 19th for an explanation of the key changes in the DOL’s ESG ruling, as well as a summary of how the states and the industry are reacting to the regulation.
Just 11% of US fund managers are women, and fund management teams comprised exclusively of women make up a meager 2% of all equity, fixed income and diversified funds.
.png){kind=small}
.png){kind=small}
