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.
August 03, 2021
LPL Nabs JPMorgan Exec to Lead Advisor ServicesCorey Staten will lead the firm's Service Center, Technical Support Help Desk, New Advisor Care Team and related efforts.
August 03, 2021
U.S. Locked in Economic 'Death Match' With China: Richard VagueThe former longtime banking exec talks to ThinkAdvisor about China, how tech can stifle productivity and how 1900s brokerages served women.
August 03, 2021
Amid Asset Boom, Half of Americans Are Falling Behind in Retirement WealthInequity in retirement savings persists for young workers and minorities, according to the Economic Innovation Group.
August 03, 2021
SEC Poised to Bless Nasdaq Plan to Spur Diverse Corporate BoardsThe SEC is expected to give initial, and potentially binding, approval of the proposal by Aug. 8.
August 03, 2021
Top 4 Lessons From Commonwealth's Summit for Women AdvisorsResearch shows that for firms that want to be innovative and transformative, diversity, equity and inclusion is mission critical.
August 02, 2021
Working Longer Is Losing Traction for Less Educated and Black AmericansWhile the average American can work into their 70s, that doesn't tell the whole story, according to the Center for Retirement Research.
July 30, 2021
Advisor Group, Cetera and Pershing Tackle 2 Big Advisory MythsDespite the widely held belief to the contrary, not all advisors at IBDs are rushing to become RIAs, executives from the firms say.
July 28, 2021
Merrill Makes Strides on Diversity but Says More Progress Is NeededThe growth of diverse, affluent U.S. households is outpacing that of the general population, according to new research by the firm.
July 23, 2021
MassMutual Brings Over State Street Exec for New Post: Personnel MovesAmeriLife has a new product innovation executive. MDRT added a channel relations director.
July 20, 2021
3 Key Lessons From a Year of CrisesEdward Jones advisor Jesse Abercrombie explains what he's learned from the pandemic and the fight for racial justice.