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.
Black and Hispanic Investors Want an Active Role in Portfolio Building: J.P. Morgan
By Michael S. FischerIn a new survey, they were more likely than white investors to say this.
August 04, 2022
Kate Healy, Ben Harrison to Lead Financial Planning OrgsThey are now leading the CFP Board's Center for Financial Planning and Foundation for Financial Planning, respectively.
August 02, 2022
Citi's New Wealth Unit to Add 500 JobsThe decision to expand the bank's wealth management offerings was "blindingly obvious," said Citigroup CEO Jane Fraser.
July 13, 2022
USAA Customers Have a Strong Grip on Their Life Policies: ResearchersWhen an economic slump hits, younger policyholders and smokers tend to have higher lapse rates.
July 08, 2022
Estate Planning for LGBTQ+ Couples: What to Discuss With ClientsHere are the key considerations LGBTQ+ couples should discuss, whether they are legally married or not.
June 30, 2022
Clients Are Younger, More Diverse and Want an Advisor to MatchHere are some steps the industry can take to build a network of diverse professionals to deliver the right guidance for future clients.
June 22, 2022
Meet the LUMINARIES Class of 2022 FinalistsNow in its second year, the recognition program spotlights firms and individuals who excel in four categories.
June 22, 2022
Supreme Court Backs Health Plan in 'Disparate Impact' Discrimination CaseThe ruling could hurt efforts to base other types of discrimination cases on disparate-impact allegations.