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 Financial Advisors Can Empower Hispanic American Clients
By Miguel RamosAn advisor has ideas about how to close a major financial planning gap.
September 18, 2023
5 Myths That Stop Women From Becoming AdvisorsMany women are turned off by outdated ideas about what advisors do, Peggy Ruhlin says.
September 18, 2023
Financial Advisor Use by Blacks, Hispanics Rebounds: Allianz LifeDiverse populations differ in the topics they would most like advisors to address, a survey found.
September 13, 2023
African American Advisors Kick Off Yearly EventAAAA said that it will also formally acknowledge its strategic partners, says Board Chairman Christian C. Nwasike.
September 12, 2023
LUMINARIES 2023 Finalists: Financial & Investment Innovation — Firms, Group 1These firms have created unique products, services and processes that meet advisors' and investors' latest needs.
September 07, 2023
Where RIAs Go From Here: American College CEOThe future of advice belongs to those who put problem-solving ahead of products, George Nichols III says.
August 30, 2023
Venerable Aims to Power Variable Annuity Issuers' Fund MenusTim Brown will lead the new asset management team.
August 30, 2023
Ex-Morgan Stanley Exec Says He Was Fired for Being WhiteIn a lawsuit, Kevin Meyersburg alleges that the wirehouse replaced him with a less-qualified Black woman.