Diversity and Inclusion
The latest news regarding the industry's growing diversity and inclusion initiatives, including updates on financial advisors and executives leading the way.
You Have 100M Americans to Rescue, Pru Exec Warns
By Allison BellSalene Hitchcock-Gear wants advisors to mind all of Americans' financial gaps.
December 12, 2024
Conference Certification Firm Choir to Shut Down at Year-EndThe firm cited "a significant drop in industry demand for diversity initiatives."
November 18, 2024
New Leadership Primes Black Advisory Group AAAA for ProgressThe Association of African American Financial Advisors adds a permanent board chair to its recent CEO appointment.
October 24, 2024
How to Close Fintech's Gender GapWith finance and tech both historically male-dominated professions, the pairing seems to amplify these challenges.
October 23, 2024
Leading RIAs, Wealth Managers Launch 'Net Positive' ConsortiumMariner Wealth, Wealthspire and AdvoKate IQ are among the founding members.
October 18, 2024
CFP Board Pivots on 'Perfect Job' Campaign After BacklashCFP Board CEO Kevin Keller said the organization appreciates planners' feedback and has updated some of the ads.
October 08, 2024
In Long-Term Care Planning, Traditions MatterA Hispanic American advisor looks at how to create a bridge between tradition and personal finance.
October 07, 2024
CFP Board's 'Perfect Job' Promos Fall Flat With Planners"These are bad," Jamie Hopkins said of the ads about "burrito scarfers" and "professional daydreamers."