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.
Wall Street Loosens Up as 100-Hour Weeks in Pandemic Take a Toll
By Jenny Surane and Donal GriffinCitigroup CEO Jane Fraser has banned internal video calls on Fridays and is encouraging staff to take vacations.
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.