Investment Advisor (@investadvmag) 's Twitter Profile
Investment Advisor

@investadvmag

Led by Janet Levaux (@Think_JanetL), the print publication of @ThinkAdvisor covers news, trends & VIPs impacting financial advisors and their investor clients.

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linkhttp://www.ThinkAdvisor.com/Investment-Advisor calendar_today24-02-2010 15:36:29

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MichaelKitces (@michaelkitces) 's Twitter Profile Photo

The CFP Board has introduced a refreshed ad campaign encouraging students to pursue a career in financial planning after some of its initial ads received pushback from the advisor community, and other industry news this week: bit.ly/3YFEXHL

ThinkAdvisor (@thinkadvisor) 's Twitter Profile Photo

Join our Feb. 6 webcast: How to present your brand’s unique value proposition in the highly competitive and rapidly changing field of wealth management. Register today: ow.ly/zQxB50UKv0Y

Join our Feb. 6 webcast: How to present your brand’s unique value proposition in the highly competitive and rapidly changing field of wealth management. Register today: ow.ly/zQxB50UKv0Y
MichaelKitces (@michaelkitces) 's Twitter Profile Photo

The gender disparity of financial advisors moves very slowly. Women have constituted 23% of CFP professionals for decades. Incoming 2024 class was at 26%. But the industry still has to create an environment to retain them... "Number of CFPs Tops 103,000" kitc.es/4hbl5mv

Matt Sonnen (@mattsonnen_pfi) 's Twitter Profile Photo

"By embracing these strategies, independent advisors can grow their practices while providing exceptional value to clients, which remains at the center of the wealth management universe," ThinkAdvisor thinkadvisor.com/2024/10/25/5-g…