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.
6 Ways Merrill Aims to Boost Its Brokers' Results
By Janet LevauxA Merrill executive discusses some changes on deck for the year, such as training and recruiting shifts.
June 11, 2019
Pershing Insite to Feature Stars From NBA, Ford and Best-Seller ListAt Pershing's annual conference in Phoenix, the temperature is expected to be as intense as the presentation schedule.
February 20, 2019
The 3 Stages of Widowhood, and How Advisors Can HelpKathleen Rehl tells ThinkAdvisor how to help widows move forward financially and not to get fired by them.
February 14, 2019
Helping Underserved Clients Turn Income Into WealthDiversity advocate Lazetta Rainey Braxton tells ThinkAdvisor why she left her job advising HNWs to start an RIA.
November 19, 2018
TIAA Releases Report on How It Puts Values Into ActionIn its 100th year, TIAA's new report outlines the impact of the firm's responsible investing framework.
November 07, 2018
CFP Board Targets 'Systemic' Diversity IssuesHere's what happens when RIAs and brokers come together to talk about diversity.
October 24, 2018
CFP Board Issues Call to Action to Promote Diversity in the ProfessionIts Center for Financial Planning held its first diversity summit Tuesday and released a report documenting the current lack of diversity in the profession.