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.
8 Big Advisory Firms With Lots of CFPs
By John ManganaroThis list demonstrates the broad and deepening interest in the CFP designation among leading advisory shops.
August 04, 2023
3 Pieces of Career Advice From One Female Advisor to AnotherBe intentional about your career path and surround yourself with people who support it.
July 18, 2023
Offering Multiple Product Versions May Discriminate, N.Y. Official WarnsAdrienne Harris, the state's superintendent, said insurers have to make their product menus fair.
July 14, 2023
Nominations Open for Women in Wealth Management AwardsThere are seven nomination categories, with submissions due Aug. 5.
July 13, 2023
Raymond James Pride Network Continues to Grow in Third YearThis year's symposium was intended to help advisors grow their business and help their community.
July 11, 2023
Days-in-Office Quotas May Backfire: MyVest CEOThe focus should be on mentorship and connection, not forcing a corporate culture, Anton Honikman tells ThinkAdvisor.
July 05, 2023
Bringing More Women Into the Industry Will Require EveryoneIt's not the job itself but typically culture that pushes women out of the industry, Sheryl Hickerson says.
July 05, 2023
U.S. Bank Aims for 1 Million Wealth Management ClientsThis goal would essentially double the firm's wealth management business.