Advisors celebrate ‘incremental’ diversity gains as the number of CFPs eclipses 95,000

Danika Waddell is a fee-only financial planner who helps women who work in tech take control of their money.

Recommended Posts

Save for a Down Payment and Retirement, All at Once? It’s Tricky.
“Lifestyle Creep” Is All Over The Internet Right Now — Here’s Why, And What It Means For Your Wallet
Roe v. Wade highlights how some advisers navigate controversial issues on social media