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.
Meet the 2022 LUMINARIES Judges
By Janet LevauxThese 12 industry VIPs help lead firms and organizations committed to best practices, innovation and diversity.
August 02, 2022
Citi's New Wealth Unit to Add 500 JobsThe decision to expand the bank's wealth management offerings was "blindingly obvious," said Citigroup CEO Jane Fraser.
July 13, 2022
USAA Customers Have a Strong Grip on Their Life Policies: ResearchersWhen an economic slump hits, younger policyholders and smokers tend to have higher lapse rates.
July 08, 2022
Estate Planning for LGBTQ+ Couples: What to Discuss With ClientsHere are the key considerations LGBTQ+ couples should discuss, whether they are legally married or not.
June 30, 2022
Clients Are Younger, More Diverse and Want an Advisor to MatchHere are some steps the industry can take to build a network of diverse professionals to deliver the right guidance for future clients.
June 22, 2022
Meet the LUMINARIES Class of 2022 FinalistsNow in its second year, the recognition program spotlights firms and individuals who excel in four categories.
June 22, 2022
Supreme Court Backs Health Plan in 'Disparate Impact' Discrimination CaseThe ruling could hurt efforts to base other types of discrimination cases on disparate-impact allegations.
June 22, 2022
Agent Wins Democratic Insurance Commissioner Runoff in GeorgiaJanice Laws Robinson is set to face off against John King, the Republican incumbent, in November.