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.
Life Insurers Aim to Close Race-Linked Wealth Gap
By Allison BellPrudential has started a new HBCU program. OneAmerica is building on an American College HBCU financial ed program.
May 11, 2022
Northwestern Mutual to Invest $5M in Local Financial InstitutionsThe mutual insurer hopes to help Black-owned businesses in its hometown.
April 28, 2022
Why Half of Mercer's 500 Advisors Are WomenCEO Dave Welling also discusses the biggest challenge for RIAs and why he finds the term "rollup" objectionable.
April 28, 2022
Onyx Subscription Service for Minority Advisors to Launch May 9Members get a bundled tech stack and discounted access to service providers for a monthly fee.
April 15, 2022
George Floyd Lawyer Joins Wells Fargo Racial-Disparity LawsuitA recent investigation found the bank approved 47% of Black applicants for mortgage refinancing vs. 72% of white applicants.
April 14, 2022
How Advisors Can Get a 'Leg Up' Now: Gabe GarciaMentors like Mark Tibergien have taught him how to go beyond business metrics and "elevate the profession," he says.
April 13, 2022
A Fresh Take on the Term 'Financial Literacy'Despite its well-intended positive connotation, the term can have the opposite effect, especially in underserved communities.
March 31, 2022
Where More Work Remains to Be Done for Women in Financial Services: F2's Liz Fritz"I knew ... I was a trailblazer, but [the low number of female fintech founders] certainly is humbling and shows we need to do better," the executive says.