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.
3 Key Lessons From a Year of Crises
By Jesse AbercrombieEdward Jones advisor Jesse Abercrombie explains what he's learned from the pandemic and the fight for racial justice.
July 02, 2021
She Built a Virtual Planning Firm for Millennials Before It Was Cool"I really didn't feel like helping a bunch of rich, white, old guys get richer," Sophia Bera, a CFP, tells ThinkAdvisor.
June 28, 2021
Ark Fans Breathe Sighs of Relief as Cathie Wood Mounts ComebackInflows are picking up, as her flagship fund has gained 26% since its May low. Can she keep it going?
June 25, 2021
Investors Prefer Advisors Similar to Them: SurveyFinancial advisory firms must address the disconnect between what the industry looks like and changing demographics, a survey has found.
June 25, 2021
Five Ways Employers Can Avoid Discrimination ActionsTraining employees on procedures is as important as finding talent.
June 23, 2021
Morgan Stanley Starts New Fund to Build More Diverse BusinessesThe fund invests in early-stage companies with diverse founders and has the backing of Microsoft, Walmart and Hearst Corp.
June 23, 2021
How Walmart Gets Vaccines Into Arms: AHIP Annual MeetingOther speakers talked demographic data, and the children.
June 21, 2021
FINRA Arbitrator Roster Becoming More DiverseThe regulator reported on the diversity of its arbitrators, officers and total workforce.