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.
Cambridge's Amy Webber on Leadership and the Shrinking Labor Market
By Jeff BermanThe Cambridge Investment Research executive weighs in on challenges the industry is facing, artificial intelligence and the pandemic.
January 07, 2022
New CFP Board, FPA Leaders Assume Their RolesKamila Elliott is CFP Board's chair for 2022, the first Black American in this post; Dennis Moore is FPA president.
January 06, 2022
Why Rachel Robasciotti Works to 'Mobilize Investors'The Adasina Social Capital CEO explains how she has taken diversity and inclusion in financial services to a new level.
December 29, 2021
How to Really Connect With Clients: Carson's Sarah Cain"We see a lot of really generic marketing and messaging," says the vice president of Coaching and Consulting for the Carson Group.
December 17, 2021
How Being Tuned Into Psychology Pays Off in Finance: Cambridge's Amy WebberIt's tough to balance the care your employees and clients need, but "if you fail your clients, you will inevitably fail your employees too," the executive points out.
December 17, 2021
Wealth Managers to Launch Onyx Platform for Minority AdvisorsRIA founders Dasarte Yarnway and Emlen Miles-Mattingly will launch the Onyx Advisor Network in January.
December 15, 2021
Why Women Must Be Part of Planning MeetingsAbove all, women want to work with financial advisors who respect them and the important roles they play in their families and businesses.
December 13, 2021
How Carson Group's Teri Shepherd Keeps Her Focus on What MattersThe exec explains why she blocks out several hours a week to focus on what "moves the needle" rather than more routine tasks.