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.
April 05, 2021
CFP Board Names Diversity & Inclusion ChiefThe former NASCAR exec will work to advance D&I programs and grow the number of diverse CFP professionals.
April 02, 2021
5 Rules for Claiming Social Security Benefits After DivorceYes, divorced spouses (typically women) can claim spousal benefits if they meet the criteria. Here's what advisors should know.
April 02, 2021
Onramp Invest to Beta-Test Its Crypto Platform This MonthCEO Tyrone Ross says his company is partnering with firms including WisdomTree.
April 01, 2021
Carson Group, BlackRock Help Launch Diversity-Focused EffortFinServ Foundation, led by Jamie Hopkins, is focused on the support of mentoring, leadership and internship programs for college students.
April 01, 2021
How to Give Financial Advice Anytime, AnywhereYou need to think differently and to know the biggest problems your clients face.
March 31, 2021
Female Advisors' Stress Rose in 2020: SurveyFemale advisors have been more stressed than their male counterparts during the pandemic, according to a Northern Trust FlexShares survey.
March 30, 2021
Optimism Surges Among Black Investors: Wells FargoThe bank attributed the sunny outlook to the change in political leadership and COVID-19 vaccine distribution.
March 29, 2021
Cathie Wood's Ark to Launch Space Exploration ETF TuesdayThe ARK Space Exploration & Innovation ETF (ARKX) is the firm's first ETF launch in two years.
March 29, 2021
New Decade, New Chance to Close the Gender GapThe pandemic has set back women's growth in the financial advisory business. Action must be taken.
March 26, 2021
JPMorgan Plans to Hire 300 Black, Latino Advisors by 2025The firm also announced new efforts to better serve Black and Latino investors and to step up recruiting at historically Black schools.