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.
Why Diversity Hires Mean Growth for Advisors: Study
By Ginger SzalaA recently released FlexShares analysis finds investors prefer to work with advisors who are most like them.
February 25, 2020
4 Keys to Better Client Service: AICPAPresenters discussed these tips at the CPA group's recent conference.
February 19, 2020
Top 12 Big Banks for Female Board MembershipOnly one of these firms has a board more than 50% female, according to the House Financial Services Committee.
February 03, 2020
10 TED Talks Advisors Recommend: 2020We asked some financial service leaders for their favorite TED Talks last year. Here's a selection for your viewing or listening pleasure.
January 28, 2020
How (and Where) the Advice Business Can Add More WomenWhy do banks have more women than other channels in financial services? An FSI OneVoice panel discusses.
January 16, 2020
6 Ways Merrill Aims to Boost Its Brokers' ResultsA Merrill executive discusses some changes on deck for the year, such as training and recruiting shifts.
November 19, 2019
What Divorced Women Should Know About Claiming Social SecurityMany don't know they may be able to claim on their ex-husband's work record, Marcia Mantell tells ThinkAdvisor.
August 30, 2019
Vanguard Shares Stewardship Report Card for Its Companies, ItselfIf a firm puts people's health, safety or dignity at risk, it can pose a financial risk to investors, the fund giant says.