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.
Workplace Flexibility Creates New Challenges for Women in Retirement Field
By John ManganaroAdded autonomy has blurred the lines between home and office, helping and harming workers with caregiving responsibilities.
April 04, 2023
CFP Board Rolls Out Scholarship to Support Next-Gen WomenCFP Board says women made up almost 30% of new CFP professionals last year but adds there's "still much work to be done."
April 03, 2023
American College CEO to Lead Talk on Financial EducationThe panel will be part of a three-day diversity, equity and inclusion conference that started Sunday.
March 30, 2023
Affluent Asian Americans, Pacific Islanders See Passing on Wealth as Key Financial GoalIn choosing an advisor, 34% of wealthy AAPI respondents said a strong record of investment performance matters, says a Merrill study.
March 30, 2023
New York Life to Team With YankeesThe marketing effort will include agents from the insurer's Target and Cultural Markets program,
March 16, 2023
How Sallie Krawcheck's Ellevest Is Investing in WomenIt's "the best-kept secret in the industry," the CEO tells ThinkAdvisor.
March 15, 2023
Make Sure Everyone Understands Life Insurance: Jomil GuerreroNew York Life's new chief diversity officer says one way to serve diverse markets is to explain how the coverage works.
March 10, 2023
CFP Board Formally Launches Competency Standards Commission, Names 15 MembersCFP Board Chair Dan Moisand has told ThinkAdvisor that "everything is on the table" in the standards review.