Aspiring advisors who need an extra boost to gain their CFP credentials can apply for the firm’s scholars program, which provides financial help and career assistance to get them over the finish line.
Firm Awards
Organizations that are making strides in diversity, equity and inclusion with formal programs; by cultivating cultural practices; or both, qualify as finalists in the 2023 Excellence in Diversity, Equity & Inclusion Awards. Winners will be announced May 10 at the InvestmentNews 2023 Diversity, Equity and Inclusion Summit and Award event.