Casey Bates, our managing director of strategy and growth, wrote an article for Financial Advisor Magazine about the rapidly emerging market for financial wellness programs. For employers, these programs can help limit their employees’ financial stress, boosting morale and productivity. And for advisors, a financial wellness program can be an effective way to grow their business and reach new clients. Casey walks through the main opportunities and challenges in this space, which is expected to become a $40 billion market in the next decade.
“Your Voice Is Valuable”: Black Advisors Give Advice On Making It As CFPs
By Christopher C. Williams ‘Your Voice Is Valuable’: Black Advisors Give Advice On Making It As CFPs February 27, 2026 • Christopher C. Williams As Black History
