The primary reason advisors pursue a professional designation is so that the knowledge gained can help them better serve their clients. An indirect outcome of obtaining that professional designation is that it can add to an advisor’s credibility among his or her clients and the investing public at large. The degree to which these designations may add credibility rest on several factors.
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Since the pandemic began, prognosticators have been predicting the permanent changes that COVID-19 would likely bring to all aspects of our lives. While some predictions will be proved wrong, there is no question that, in the words of the great Bob Dylan, “the times they are a-changin’.”
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The disruption in financial services is breathtaking. A recent survey of the financial services landscape by PwC,1 a global consultancy, identified the top 10 disruptive technologies affecting the financial industry today.
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There is a growing groundswell of companies moving out of Silicon Valley for more friendly business environments. As these companies and employees look for friendlier pastures to start or grow their companies, cities and regions across the nation are benefiting.
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There remain many miles to travel before gender equality is truly achieved in the workplace. While this current inequality can, in part, be addressed with public policy initiatives, there are things that women can do to improve their individual career prospects and help other women in the workplace succeed.
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