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 23, 2021
Commonwealth's New Wealth Exec Tells Advisors: We're Here for YouThe firm offers services, like advanced tax and estate planning, to help advisors overcome challenges, Karen McColl tells ThinkAdvisor.
March 23, 2021
Rep. Waters Probes BlackRock, Fidelity, Other Asset Managers on Diversity and InclusionThe subcommittee on Diversity and Inclusion is asking the 31 largest asset managers, including Schwab and Vanguard, for data.
March 23, 2021
The Biggest Social Security Claiming Mistakes Women MakeWidows, stay-at-home parents and divorced spouses can be in for some big shocks, retirement expert Marcia Mantell tells ThinkAdvisor.
March 23, 2021
How Advisory Firms Can Avoid Discrimination and Retaliation ClaimsThe number of lawsuits has risen annually over the past decade. It's best to train your team to follow the law.
March 22, 2021
Ark's Cathie Wood: Disruptor Meets DisruptionHere is how Wood leads a $50 billion ETF shop even when facing market headwinds.
March 22, 2021
12 Best & Worst Broker-Dealers: Q4 Earnings, 2020Eight out of 12 of these big firms reported year-over-year earnings growth.
March 19, 2021
Delegate the Jobs You Hate, Execs Tell AdvisorsAnd if you'd rather focus on client service instead of dealmaking, "That's perfectly OK," says Penny Phillips of Journey Strategic Wealth.
March 19, 2021
Third of Women Say It Will Take a Year or Longer to Financially Recover From COVID-19Women of color anticipate it could take them an average of six years, according to an Edelman Financial Engines survey.
March 17, 2021
MetLife CEO Appears at UN Women's Empowerment EventMichel Khalaf said gender equality must come from the C-suite, which must build grassroots support as well.