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.
3 Tips for Connecting With Hispanic Investors
By Juan José PerezA Nationwide executive sees fostering a sense of belonging as the first step.
June 13, 2024
The 100,000th CFP Shares Her StorySimone Lee left her IT career to pursue financial planning in 2019, earning the certification five years later.
June 04, 2024
New Event to Spotlight Role of Black Women in FinanceThe first Women's Impact Initiative Network Conference is set for Chicago on Juneteenth.
June 03, 2024
Association of African American Financial Advisors CEO 'Involuntarily Removed': ReportLongtime J.P. Morgan executive Sheena Gray has taken over as interim CEO, replacing Christian Nwasike.
May 29, 2024
How Carson Group Ex-CMO's 'Toxic' Culture Suit Might EndThe RIA would face steep risks in going to trial, but it's not out of the question, employment lawyers say.
April 29, 2024
Medigap Policies Face New Federal Nondiscrimination RuleThe new final rule also creates a health insurance agency coordinator requirement.
April 02, 2024
Fidelity Launches 3 Programs to Boost Financial LiteracySome 74,000 of the firm's associates are working to help make a difference in the communities they serve.