David Canter, Head of the RIA segment at Fidelity Clearing and Custody Solutions, and a member of the Center’s Campaign Development Committee is running 26.2 miles to benefit the Center through the John Hancock Boston Marathon Invitational Runners Program. Learn more about David’s run by clicking here.
Many challenges currently confront the financial planning profession, as its aging workforce attempts to meet Americans’ increasing demand for personal financial advice. Addressing these challenges requires an undertaking larger than any one financial services firm, organization or individual, and necessitates a unified approach across all corners of the financial planning profession.
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