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.
Being Bold to Make a Difference
By Janet LevauxTo build and maintain diversity, your firm needs to look inwards and have honest conversations, says one industry expert.
October 10, 2022
3 Ways to Address Disparities and Empower the Latino CommunityTo best serve these clients, it's critical that advisors understand their unique experiences, motivations and goals.
September 23, 2022
Morgan Stanley CIO: Stock Market 'Full of Wishful Thinking'Stock investors don't believe the Fed is willing to risk recession to fight inflation, Lisa Shalett tells ThinkAdvisor.
September 23, 2022
Fidelity Integrates With Salesforce AppExchange: Tech RoundupAlso, Envestnet's Dani Fava joins diversity-tech platform developer Choir's board of advisors.
September 22, 2022
Life Groups Calls on States to Review Agent Exam DifficultyThe ACLI, NAIFA and Finseca are suggesting that some states' exams might be too hard.
September 21, 2022
Woman in Viral Central Park Video Loses Suit Against Franklin TempletonAmy Cooper sued the asset manager in May 2021, saying it had unfairly fired her and branded her a racist.
September 21, 2022
House Panel Wants Insurers to Put Pay Ranges in Job DescriptionsThe House Financial Services Committee has suggested that insurers put pay ranges in job descriptions to promote transparency and pay equity.
September 19, 2022
Clients Need Help With This One Powerful Threat: Martin PowellThe pandemic has been a wake-up call for clients to the importance of retirement planning safety nets, says the annuity distribution chief.