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Meet the RIAs Embracing Pro Bono Planning Work

By Lilly Riddle, Alec Rich May 14, 2025 Citywire RIA

New research by the Foundation for Financial Planning (FFP) suggests that pro bono financial planning is becoming more popular among RIAs. FFP’s 2023 report revealed that only 28% of CFP® professionals’ firms encouraged pro bono work, even as CFP Board introduced a policy urging planners to complete at least 20 hours of pro bono service annually.

Read more at Citywire RIA

Citywire RIA
Lilly Riddle, Alec Rich
May 14, 2025