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.
March 25, 2021
Edward Jones to Pay $34M in Racial Bias SuitThe suit alleged that Edward Jones denied advancement opportunities to Black advisors because of their race.
March 25, 2021
BlackRock Exec Apologizes for 'Clumsy and Misguided' RemarksMark Wiedman, who is widely viewed as one of CEO Larry Fink's most likely successors, made the comments at work events.
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.
March 23, 2021
Wall Street Loosens Up as 100-Hour Weeks in Pandemic Take a TollCitigroup CEO Jane Fraser has banned internal video calls on Fridays and is encouraging staff to take vacations.