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.
CFP Board's 'Perfect Job' Promos Fall Flat With Planners
By John Manganaro"These are bad," Jamie Hopkins said of the ads about "burrito scarfers" and "professional daydreamers."
September 09, 2024
3 Tips for Connecting With Hispanic InvestorsA Nationwide executive sees fostering a sense of belonging as the first step.
August 15, 2024
All States Should Offer Online Life Agent Exams, Industry Groups SayCritics predict that returning to in-person-only testing will hurt rural candidates and weaken diversity.
June 17, 2024
Luminaries FAQ: How to Participate in ThinkAdvisor's 2024 Awards ProgramNominations for individuals and firms are due July 24. Here's how to do submit them in 10 categories this year.
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.