In the News
Meet the RIAs Embracing Pro Bono Planning Work
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.
Citywire RIALilly Riddle, Alec Rich
May 14, 2025