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.
5 Conversations to Have With Asian American Pacific Islander Clients
By Viet TranMultigenerational households and businesses are common among AAPI families.
Firms Are Hiring More Diverse Advisors. Can They Keep Them?
Beware of Culturally Misaligned Retirement Imagery
May 04, 2023
Workplace Flexibility Creates New Challenges for Women in Retirement FieldAdded autonomy has blurred the lines between home and office, helping and harming workers with caregiving responsibilities.
May 03, 2023
Morgan Stanley Sued by Outside Recruiter Alleging Race BiasThe recruiter, who is Black, claims the firm shortchanged him on commissions he earned in placing diverse candidates.
April 17, 2023
New Nominations Deadline for LUMINARIES 2023 AwardsThinkAdvisor's recognition program is accepting nominations through April 25. There's no cost to participate.
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,