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.
Optimism Surges Among Black Investors: Wells Fargo
By Bernice NapachThe bank attributed the sunny outlook to the change in political leadership and COVID-19 vaccine distribution.
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.
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.