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.
Ex-Merrill Advisor Who Hurled Drink, Racist Insults Suspended by CFP Board
By Jeff BermanThe advisor was recently arrested and charged over an incident at a Robeks smoothie shop in Connecticut.
February 04, 2022
The $3 Trillion Question: What if Women Invested at the Same Rate as Men?BNY Mellon investigated why they don't — and how those trillions would be invested if they did.
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.