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MAY 2019

Cover Story

A Candid Discussion on Diversity: Where We’ve Been, Where We Are, and Where We’re Going

Roundtable moderated by Kathleen Boyd, CFP®
Planning professionals Delia Fernandez, CFP®; Ajamu Loving, Ph.D.; Monica Singhania, CFP®, CFA; and Jeffrey N. Tomaneng, CFP®, CIMA®, CLU® talk about the barriers they faced entering the profession and how to move the needle on the current state of diversity.


Journal in the Round: Getting Real About Diversity​

May 29, 2019.  2pm Eastern. ​
We invited contributors to May's diversity-themed issue, Keith Beverly, CFA, CFP, and Kathleen Boyd, CFP, along with Gary Clement, CFP, to discuss and continue the candid conversation about diversity and inclusion in the profession. Led by host Robert Castillo, ADPA, the panelists will dig into the tough issues around diversity and inclusion that persist, despite the attention and efforts to create change in the profession. Topics will include the exploration of existing barriers, and impact-oriented strategies prescribed by the panelists to build an inclusive financial planning community with opportunity and access for the widest spectrum of people. 

Practice Management

The Annual Audit You’re Probably Not Doing, But Should​

by Joni Youngwirth
A business audit will affirm whether your firm is set up for future success, or if you need to make changes.


Effective Socially Responsible Investing: Self-Proclamation, Sustainability Rating, and Cost​

by C. Edward Chang, Ph.D.; Thomas M. Krueger, DBA; and H. Doug Witte, Ph.D.
This analysis found that within the sustainability funds universe, it is possible to earn better returns by simply avoiding those funds with higher expense ratios. ​


Sponsored Content

The Visual Client: Using Advise​r Tech to Adapt to Changing Client Preferences​

by J.R. Robinson 
Brought to you by Nest Egg Guru
This paper provides a framework for helping financial advisers adapt to technology driven disruption in the personal finance space. 

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