How One Financial Planning Firm Tackles DEI
By Samer Eshmawy
Pursuing diversity, equity, and inclusion (DEI) requires multiple initiatives. Learn how Modera Wealth Management promotes DEI internally, as well as outside the firm, including financial literacy initiatives and collaboration with two historically Black colleges and universities.

Women Are More than Their Gender
By Kathleen Burns Kingsbury
Women are not all the same. Each individual’s perspective on money, wealth, and working with an advisor could be influenced by factors such as socioeconomic status, cultural and ethnic background, generation, sexual orientation, religion, marital status, personal money history, and lifestyle.

How Financial Advisors Can Help Develop Financial Literacy among Children in Underserved Communities
By Mac Gardner
Financial advisors can play an essential role in boosting financial literacy at a young age, when it can have a significant impact on children’s approach to money. Reading relevant books out loud can be powerful and help advisors contribute to financial literacy in underserved communities.

How Firms Can Attract and Retain Diverse Advisors
By Bill Hampton
A diverse advisor workforce can bring unique perspectives, experiences, and connections to clients, as well as better reflect the diversity of the communities in which they operate. However, attracting and retaining advisors from diverse backgrounds can be a challenge.

Embracing Childfree People: A Diversity, Equity, and Inclusion Perspective
By Jay Zigmont
Potentially 20% of households are childfree, yet most of the standard financial advice assumes that clients have kids (or will). What can we, as financial planners, do to embrace childfree people in our daily practices, both as clients and as employees?

The Value of a Dynamic Asset Allocation in Your Plan
By Massi De Santis
In the quest to maximize the value of a client’s resources, advisors often overlook a dynamic asset allocation that changes with the investor’s circumstances and goals. While financial advisors recognize the value of dynamic financial plans, their asset allocation decisions are often relatively static.

Are We Doing Enough for the Next Generation?
By Yonhee Choi Gordon
I want to challenge all founders and seasoned veterans in this industry to focus on developing the future of this profession. I know, we all talk about it and say we’re doing this, but are we really? What are you doing in this effort?

Building DEI into Your Firm’s Daily Life
By Arlene Moss
We are all on this journey to create a more diverse, inclusive, and equitable profession. But in the end, your control is about yourself and your business. I encourage you to take the steps you can to move forward. 

The Beginning of NAPFA
By Gary L. Pittsford
In the year of our 40th anniversary, NAPFA is delighted to share this history of NAPFA’s origins. It was originally written by NAPFA member Gary Pittsford, NAPFA’s first president, on the occasion of NAPFA’s 20th anniversary in 2003.

National Volunteer Month, NAPFA DEI Recognized, NAPFA Nation Podcast,
Celebrate NAPFA's 40th Anniversary, and more in the April issue.

Want to get your news highlighted on this page?
Reach out to marketing@napfa.org.