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.
Janney Nabs Wells Fargo Exec as Recruiting Chief
By Janet LevauxIn the third quarter, Janney's Private Client Group added the largest number of advisors in a single quarter since 2017.
October 19, 2021
Building Better BridgesThe author looks at how financial professionals can make stronger connections with BIPOC communities.
October 14, 2021
Ron Carson: Stop Using the Word 'Fee'"No one likes fees, but we're all willing to make an investment in our future," the Carson Group CEO said in a wide-ranging panel discussion.
October 06, 2021
FPA Launches Support Community for Neurodivergent Financial PlannersThe Neurodivergent Planner Knowledge Circle will explore the needs of planners with autism, ADHD, dyscalculia, dyslexia, Tourette syndrome and other learning variations.
September 28, 2021
To Boost Diversity, Go 'Where the Talent Is': Ameriprise's Rudy RodriguezThe Ameriprise executive explains how the industry can better recruit and retain advisors from diverse backgrounds and communities.
September 23, 2021
Interviewing New Talent? Questions You Can and Can't AskHere are ways to turn potentially litigious questions into insightful, legal alternatives.
September 20, 2021
How Retirement Worries Differ Among Diverse InvestorsAdvisors should consider cultural dynamics in financial planning, Allianz Life says.
September 16, 2021
Edward Jones Plans Pay Equity Studies, $150M in DonationsThe firm's initiatives include an anticipated $150 million in philanthropic contributions in the U.S. and Canada in the next five years.