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.
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.
October 12, 2018
14 Firms Back New Industrywide Diversity InitiativeThe NICSA-sponsored initiative focuses on industry collaboration as opposed to firm-level campaigns.
October 08, 2018
The Wealth Consulting Group's 'Huge Advantage': DiversityThe hybrid RIA has a top-down approach to diversity and inclusion, according to founder and CEO Jimmy Lee.
September 21, 2018
10 Ways to Increase Diversity Among Employees, ClientsThese ideas from the CFA Institute can help advisors attract more female, millennial and minority advisors and clients.
November 14, 2017
Edward Jones Aims High With Bridge Diversity ProgramThe firm is building on its WINGS program for female advisors, according to Monica Giuseffi.