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.
October 20, 2020
Commonwealth Adds Its First Chief Diversity and Inclusion OfficerScarlett Abraham Clarke joins the firm from Bright Horizons.
October 19, 2020
T. Rowe Price Hires New Global Head of Diversity and InclusionRaymone Jackson headed the national diversity office for Morgan Stanley's wealth management business.
October 07, 2020
Claiming Social Security Widow(er) Benefits: It's ComplicatedClaiming a survivor benefit too early, or too late, could mean leaving thousands of dollars on the table.
September 23, 2020
Wells Fargo CEO Apologizes for 'Limited' Black Talent RemarkCharles Scharf responds to remarks he made this summer during a Zoom meeting that exasperated some Black employees.
August 26, 2020
What the Top BDs of 2020 Are Doing to Improve Diversity"This work crosses immediately into our social and sustainable investing programs," said Cambridge CEO Amy Webber. "Advisors want to get out there and do more."
August 11, 2020
How Merrill Is Boosting Its 'Elite' AdvisorsMerrill exec Nilesh Parikh tells ThinkAdvisor about the new Elite Practice Growth program, parts of which are open to all Merrill advisors.
July 23, 2020
Ex-Morgan Stanley Staffers Want Out of NDAs to Discuss RacismAt least six former employees say they can't share their experiences because of non-disclosure pacts they signed.
July 08, 2020
SEC Committee Meeting to Focus on Diversity in Asset ManagementThe Asset Management Advisory Committee meeting is set for July 16.
June 05, 2020
ACLI to Help Lead U.S. Chamber Opportunity Equality EffortLincoln Financial and NAFA have joined the list of organizations making statements about George Floyd's death.
June 02, 2020
Why Diversity Hires Mean Growth for Advisors: StudyA recently released FlexShares analysis finds investors prefer to work with advisors who are most like them.