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.
To Keep Workers and Grow Talent, Leaders Need a Gut Check
By Ginger SzalaA Chiral Project survey found workers burned out and women frustrated in career path development.
October 25, 2021
Janney Nabs Wells Fargo Exec as Recruiting ChiefIn the third quarter, Janney's Private Client Group added the largest number of advisors in a single quarter since 2017.
October 25, 2021
University of Akron to Stage Event for Next-Gen AdvisorsDiversitas, which is run by the university's College of Business, strives to promote diversity and inclusion in financial planning.
October 25, 2021
Lacrecia Cade to Lead Atlanta LifeShe was previously a brand and strategy executive at Aflac.
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.