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.
10 VIPs Tell Us the Biggest Issues on Their Minds & What Advisors Can Do About Them
By Michael S. FischerAn array of experts including Liz Ann Sonders, Ric Edelman and David Blanchett told us which issues they're watching closely.
December 06, 2021
Commonwealth Launches Mentorship Program for Female AdvisorsThe firm aims to boost support and career development for this group of financial professionals.
November 24, 2021
'The Changing Complexion of Wealth': Attracting More Diverse Talent at MerrillThe wealth management exec says the industry must "take steps to make this profession more appealing for talent we wish to attract."
November 24, 2021
CFP Board Picks Best Research Papers of 2021Topics of study included fraud, risk tolerance and millennial investors.
November 09, 2021
How Black Investors View Wealth, Advisors: SurveyBlacks were more likely than whites to define financial success as leaving a legacy and helping the next generation, U.S. Bank found.
November 08, 2021
To Keep Workers and Grow Talent, Leaders Need a Gut CheckA Chiral Project survey found workers burned out and women frustrated in career path development.
November 01, 2021
10 Top Trends for RIAs, Dealmaking: DeVoe SummitSchwab's Bernie Clark, David DeVoe and others gave predictions, advice and warnings for RIAs.
October 28, 2021
Schwab, Ariel Execs Speak Out on How Clients and Firms Can Boost DiversityThe momentum to hire more Black advisors "has to come from the bottom up," says Kelly Johnson of Schwab.