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.
February 03, 2022
Less Than a Quarter of CFPs Are Women (Still)The share of planners who are women has been stuck around 23% for years, the CFP Board reports.
February 01, 2022
FSI Partners With a Nonprofit on Diversity & Inclusion"We have a great opportunity to increase the number of independent advisors who are people of color and women," said FSI's Brown.
January 31, 2022
Cetera Taps Stinson as BD PresidentTim Stinson, named president of Cetera Advisor Networks, is the first Black person to hold this post.
January 28, 2022
Delaware Life's Parent Hires a Marketing Chief: Personnel MovesBestow Life, AmeriLife and Nationwide also have executive change news.
January 27, 2022
UBS Launches Program for 'Multicultural Investors'The new segment is led by Melinda Hightower, formerly of JPMorgan Chase.
January 25, 2022
Connecticut ACA Exchange Launches Health Broker SchoolAccess Health CT hopes recruiting students from low-income communities will boost the communities' coverage rates.
January 21, 2022
First Black CFP Board Chairwoman Aims to Be 'New Face' of Financial PlanningIncreasing access to, and diversity in, the profession are among the CFP Board's main priorities, Kamila Elliott tells ThinkAdvisor.
January 21, 2022
Aflac Organizes Medical Debt Awareness CampaignA company that sells ''gap filler'' insurance is using the film to draw attention to the gaps.
January 12, 2022
State Street Says Companies Must Have Women on Their BoardsThe asset manager will only invest in firms that have at least one woman on their boards in the upcoming proxy season.
January 12, 2022
Cambridge's Amy Webber on Leadership and the Shrinking Labor MarketThe Cambridge Investment Research executive weighs in on challenges the industry is facing, artificial intelligence and the pandemic.