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.
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.
March 23, 2022
10 Ways to Help Prospects Who Want IncomeThey have questions about your advisory firm. What are the income-producing investment choices you can offer them?
March 17, 2022
When Talent Arrives by an Unconventional PathThere are hidden gems when looking behind several resumes. Here's one example.
March 16, 2022
4 Steps to Building Effective Training Programs for Associate AdvisorsTreating new employees like the professionals they are also increases loyalty to the firm.
March 16, 2022
How Direct Indexing Helps Clients Cope With Market Volatility, TaxesMonali Vora, a partner at Goldman Sachs Asset Management, says every client wants a portfolio tailored to their financial goals.