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.
Envestnet Adds Pontera's 401(k) Management Platform: Tech Roundup
By Jeff BermanAlso, the updated Hearsay Sites offering gives advisors improved SEO capabilities.
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.
December 21, 2022
On Stage: The LUMINARIES 2022 Awards CeremonyWe spotlight this year's winners, who came dressed to impress at the recent industry recognition event in New York's Lotte Palace Hotel.
December 21, 2022
4 Ways to Add Next-Gen Advisors to Your PracticeHere's how independent offices can hire and nurture the young talent they need to serve new clients and grow.
December 12, 2022
Lawmakers Discuss How Financial Institutions Should Address Ties to SlaveryA House witness reported that both lenders and insurers profited from slavery.