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.
'Diversity Is Just Good for Business': Schwab's Leslie Tabor
By Jane Wollman RusoffThe first-generation Filipino American and investor discusses going from administrative assistant to financial advisor and mentor.
September 01, 2022
Commonwealth Recruits New Chief Privacy Officer From LPLMichelle Kelley has also been named deputy general counsel and senior vice president.
August 25, 2022
LUMINARIES 2022 Finalists: Thought Leadership — FirmsThese 40 industry players have demonstrated excellence through innovative insights, practices and research.
August 25, 2022
LUMINARIES 2022 Finalists: Thought Leadership — IndividualsThese 32 industry VIPs have demonstrated excellence through innovative insights, practices and research.
August 24, 2022
LUMINARIES 2022 Finalists: Diversity, Equity & Inclusion — IndividualsThese 13 industry VIPs are demonstrating their commitment to DEI via best practices, innovation and community outreach.
August 23, 2022
LUMINARIES 2022 Finalists: Diversity, Equity & Inclusion — FirmsThese 14 industry players are demonstrating their commitment to DEI via best practices, innovation and community outreach.
August 22, 2022
CFP Board Creates Scholarship Program Honoring First Black CFPThe CFP Board Center for Financial Planning's first endowed scholarship program honors LeCount R. Davis.
August 22, 2022
Black and Hispanic Investors Want an Active Role in Portfolio Building: J.P. MorganIn a new survey, they were more likely than white investors to say this.