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.
FinServ Foundation Names Mentorship Director
By John ManganaroSamantha Allen will help the nonprofit organization support the next generation of advisor industry leaders.
October 24, 2024
How to Close Fintech's Gender GapWith finance and tech both historically male-dominated professions, the pairing seems to amplify these challenges.
October 23, 2024
Leading RIAs, Wealth Managers Launch 'Net Positive' ConsortiumMariner Wealth, Wealthspire and AdvoKate IQ are among the founding members.
October 18, 2024
CFP Board Pivots on 'Perfect Job' Campaign After BacklashCFP Board CEO Kevin Keller said the organization appreciates planners' feedback and has updated some of the ads.
October 08, 2024
In Long-Term Care Planning, Traditions MatterA Hispanic American advisor looks at how to create a bridge between tradition and personal finance.
October 07, 2024
CFP Board's 'Perfect Job' Promos Fall Flat With Planners"These are bad," Jamie Hopkins said of the ads about "burrito scarfers" and "professional daydreamers."
September 24, 2024
Raymond James Cancels Women's Symposium Due to Hurricane ForecastThe forecasted path of Helene will bring the storm near Orlando, the site of the annual conference.
September 09, 2024
Association of African American Financial Advisors Names CEOSheena Gray says her leadership reflects a more progressive and inclusive future for wealth management.