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 Teams With Ballentine Partners on Diversity Scholarship
By Jeff BermanFour annual awards worth up to $5,000 each will be offered to 16 Black and Hispanic or Latino students pursuing CFP certification.
September 09, 2021
After NCAA Ruling, Morgan Stanley Takes On a New MarketSandra L. Richards tells ThinkAdvisor how the firm's specialized advisors help college athletes build a road map to financial success.
September 09, 2021
New BlackRock Money Market Initiative Supports Black College StudentsThe firm has teamed with the Thurgood Marshall College Fund to support students of HBCUs and PBIs.
September 09, 2021
How to 'Really Advance' Diversity in Financial Services: Northern Trust's Thomas"We have to push past the conversations about all the reasons we can't find the diverse professionals we want," says Shundrawn Thomas, president of Northern Trust Asset Management.
September 08, 2021
LPL Nabs Morgan Stanley Exec for Compliance RoleMichael Morningstar will oversee the litigation, arbitrations, regulatory matters and client disputes for the independent broker-dealer.
September 02, 2021
CFP Board, Parsec Launch Diversity-Focused ScholarshipThe scholarship will provide four awards annually of up to $5,000 each over the next four years.
August 27, 2021
The LUMINARIES Class of 2021: Diversity, Inclusion & Thought LeadershipWe're pleased to highlight the advisors, broker-dealers, RIAs and others being honored this year in our pioneering recognition program.
August 26, 2021
GeoWealth Introduces New Advisor Service Center Features: Tech RoundupAlso, Morgan Stanley selects eight startups for its latest Multicultural Innovation Lab program.