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.
September 02, 2022
Schwab Teams With CFP Board on New Scholarship to Boost DiversityThe Charles Schwab Foundation CFP Certification Scholarship is part of Schwab Advisor Services' ongoing diversity efforts.
September 02, 2022
Life Insurance Awareness Month Arrives Amid COVID-19 LullOrganizers hope Roselyn Sánchez, the 2022 spokesperson, will appeal to Hispanic consumers.
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.
August 22, 2022
Meet the 2022 LUMINARIES JudgesThese 12 industry VIPs help lead firms and organizations committed to best practices, innovation and diversity.