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.
LUMINARIES 2022 Finalists: Diversity, Equity & Inclusion — Firms
By Janet LevauxThese 14 industry players are demonstrating their commitment to DEI via best practices, innovation and community outreach.
August 22, 2022
Meet the 2022 LUMINARIES JudgesThese 12 industry VIPs help lead firms and organizations committed to best practices, innovation and diversity.
August 19, 2022
Aflac Picks Marine Corps Veteran to Lead U.S. Operations: Executive ChangesVirgil Miller has managed the Aflac teams in charge of selling individual benefits products.
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.