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.
JPMorgan Plans to Hire 300 Black, Latino Advisors by 2025
By Jeff BermanThe firm also announced new efforts to better serve Black and Latino investors and to step up recruiting at historically Black schools.
March 25, 2021
3 Ways to Be a Great Remote ManagerEven with new technology and new realities tied to working from home, financial advice is still a people-oriented business.
March 24, 2021
How a 35-Year-Old CEO 'Future-Proofed' Her Father's FirmCammy Smith tells ThinkAdvisor about her journey from pre-med student to financial advisor to consultant and chief executive.
March 24, 2021
Introducing ThinkAdvisor's New Awards Program: The LUMINARIESJoin us in celebrating top advisors, industry executives, teams, RIAs, BDs and asset managers. Nominations are open now.
March 24, 2021
Ex-TD Ameritrade, USAA Execs Join EnvestnetThe additions come as Envestnet continues to build its financial wellness ecosystem.
March 24, 2021
More Men Than Women Say They Understand Medicare Offerings: PollMen were also more likely to enroll in a plan themselves; women were more likely to use an agent.
March 24, 2021
Focus Financial Forms Joint Venture to Serve Ultra-Wealthy Clients AbroadBeryllus Capital, a joint venture with India-based Hinduja group, will serve UHNW clients in London, Geneva and Singapore.
March 24, 2021
How Advisors Are Finding Unexpected Upsides to Zoom CallsFor years, remote technology had been there for the taking. COVID-19 simply pushed us to fully seize its potential.