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.
Create Your Own Whale
By Kylie MurrayA client relationship expert looks at how to find referrals outside your pond.
February 02, 2023
Envestnet Adds Pontera's 401(k) Management Platform: Tech RoundupAlso, the updated Hearsay Sites offering gives advisors improved SEO capabilities.
January 31, 2023
Where Investing and Progressive Politics MixModernist Financial CEO Georgia Hussey helps investors structure their wealth according to their progressive values.
January 31, 2023
How RIAs Can Wow Young Talent: LUMINARIES PodcastSchwab Advisor Services' Lisa Salvi says young adults want to see a clear path to a rewarding career and business ownership.
January 20, 2023
CFP Diversity Ticks Up in 2022While almost 30% of new CFPs in 2022 were women, the total remains stuck under 24%.
January 10, 2023
Daniel Moisand Takes Over as CFP Board ChairMajor ongoing projects for the CFP Board include a review of the board's competency standards.
January 09, 2023
Got a Hiring Crunch? Maybe Your Firm's the ProblemIf you take a hard, honest look, you might find several reasons job candidates steer clear of joining your firm.
January 03, 2023
Why Human, Tech Skills Are Both Critical: David Knoch"The quality of advice goes up when multiple cultural and gender perspectives are brought in," says the Docupace CEO.