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.
Wells Fargo's Wealth Unit Names Diversity Chief
By Janet LevauxCharles Nunn joins from JPMorgan and will focus on adding diverse clients and products for Wells Fargo Advisors and related businesses.
August 24, 2021
Meet the Winners: LUMINARIES in Thought Leadership, 2021 — PeopleMeet the individuals being honored for thought leadership that is driving the financial industry forward.
August 19, 2021
LUMINARIES Class of 2021: Diversity & InclusionMeet the firms, individuals and organizations with programs, products and services being honored for driving the industry forward.
August 16, 2021
Meet the LUMINARIES Class of 2021This pioneering recognition program shines a spotlight how advisors and firms are moving the industry forward in the areas that matter most to advisors.
August 15, 2021
4 Ways Financial Planning Is Different for LGBTQ+ PeopleIgnoring the complexity could get a client evicted, or a leave a client impoverished.
August 09, 2021
SEC Approves Nasdaq Board Diversity PlanThe rules give investors "a better understanding of Nasdaq-listed companies' approach to board diversity," said SEC Chairman Gary Gensler.
August 05, 2021
LUMINARIES Podcast: Leadership Lessons From Mark TibergienTibergien discusses why advisors and firms need to continually transform and improve themselves to ensure the future of the business.
August 04, 2021
LPL Boots Rep Who Allegedly Refused to Hire Black ApplicantsThe firm ended Eileen Cure's affiliation after a viral video accused her of making racist comments in a Skype message.