Merrill Lynch to Be Signature Sponsor at the CFP Board Center for Financial Planning’s Diversity Summit

Categories: Press Release

Firm Also Becomes Leading Employer of CFP® ProfessionalsThe CFP Board Center for Financial Planning today announced that Merrill Lynch will be a Signature Sponsor for its inaugural Diversity Summit, to be held in New York City on October 23, 2018.The firm also recently became the leading employer of CFP® professionals in the United States, furthering its support …

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Distinguished Speakers to Appear at First-Ever CFP Board Center for Financial Planning Diversity Summit

Categories: Press Release

Diversity Summit Will Culminate with Research-Based Recommendations and Commitments to Increase Racial and Ethnic Diversity within the Financial Planning ProfessionThe CFP Board Center for Financial Planning today released the agenda for the first-ever Diversity Summit in New York City on October 23, 2018. Speakers and participants on the agenda include leaders of financial services firms …

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