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.
14 Firms Back New Industrywide Diversity Initiative
By Emily ZulzThe NICSA-sponsored initiative focuses on industry collaboration as opposed to firm-level campaigns.
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.
October 23, 2017
Edward Jones Hits $1 Trillion in AssetsThe milestone comes a month after the firm launched a network for female advisors.
September 22, 2016
Morgan Stanley Gives Advisors Gender-Diversity ToolkitThe effort aims to equip FAs with more ways of serving clients interested in improving women's leadership and economic impact.
February 24, 2016
Raymond James’ Black Advisor Group Hosts Second Forum, Twice Size of FirstRaymond James Black Financial Advisors Network has aggressive short-term goals and a bold long-term plan.
August 13, 2014
America's top 10 'coolest' citiesLooking to lure millennial workers and clients? Look no further than Forbes 10 meccas of hipdom.
July 31, 2014
Green Movement Looking Pretty White, Study FindsA study finds minorities underrepresented in environmental organizations, though women have made gains.
February 07, 2014
‘Beautiful’ Ways to Grow Your PracticeThere are some important demographic reasons to reach out and diversify your client base just ask Coca-Cola.