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.
September 28, 2023
Raymond James Focuses on Power of Women at SymposiumA key objective of the 29th annual event is to support both advisors and clients through connection.
September 26, 2023
You Have Gaps to CloseLincoln Financial's Stafford Thompson Jr. says the answer is a focus on consumers' needs and goals.
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5 Myths That Stop Women From Becoming AdvisorsMany women are turned off by outdated ideas about what advisors do, Peggy Ruhlin says.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.
August 21, 2023
8 Big Advisory Firms With Lots of CFPsThis list demonstrates the broad and deepening interest in the CFP designation among leading advisory shops.