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Want to help black planners? Check this bias: Lightning Round with FPA's Frank Paré
There are several mistakes firms make with their non-white planners, says the organization's president. Here’s one of the biggest ones.
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‘Frankenstein’s monster’: Lightning Round with Edelman CEO Ryan Parker
Parker’s candid responses to Financial Planning’s rapid-fire queries on new digital tools, sexual harassment, Social Security planning, deal-making, how (not) to talk to clients about the stock market run-up and more.