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.
T. Rowe Price Expands 2 Execs' Duties
By Ginger SzalaRob Sharps and Celine Dufétel will take on added responsibilities to help the firm meet industry challenges.
January 28, 2021
Women in Wealth: Why It's Their MomentTegra118 CEO Cheryl Nash and tech-savvy marketing expert April Rudin weigh in.
January 27, 2021
Solving the 'Diversity Problem' in the Financial Advisory IndustryA new Cerulli report describes the steps firms should take to add, and keep, more women and advisors of color.
January 12, 2021
Number of Female CFPs Grew 3% in 2020The trend line is promising, but the field still has a long way to go to promote diversity, financial planner Melissa Brennan tells ThinkAdvisor.
January 11, 2021
Retirement Literacy Among Women (and Men) Is Woefully Low: SurveyWomen scored worse than men on a test of retirement literacy, but they're also more open to financial advice, according to The American College.
December 01, 2020
Nasdaq Joins Goldman in Push for More Diverse Boards"This listing rule is one step in a broader journey to achieve inclusive representation across corporate America," says Nasdaq CEO Adena Friedman.
November 09, 2020
Merrill's Andy Sieg: Diversity Is a 'Commercial Imperative'The Merrill Lynch Wealth Management head tells ThinkAdvisor about the progress Merrill has made in recent years and why it isn't enough.
October 28, 2020
How to Change Wealth Management's Lack of DiversityWe need to get comfortable with the fact that making tangible change in an established industry is painful and slow.