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.
Ex-Wells Fargo Exec Who Alleged Fake Job Interviews Plans to Sue Over His Firing
By Jeff BermanJoe Bruno says he was terminated for complaining that women and minorities were interviewed for already-filled roles.
April 28, 2022
Onyx Subscription Service for Minority Advisors to Launch May 9Members get a bundled tech stack and discounted access to service providers for a monthly fee.
April 15, 2022
George Floyd Lawyer Joins Wells Fargo Racial-Disparity LawsuitA recent investigation found the bank approved 47% of Black applicants for mortgage refinancing vs. 72% of white applicants.
April 14, 2022
How Advisors Can Get a 'Leg Up' Now: Gabe GarciaMentors like Mark Tibergien have taught him how to go beyond business metrics and "elevate the profession," he says.
April 13, 2022
A Fresh Take on the Term 'Financial Literacy'Despite its well-intended positive connotation, the term can have the opposite effect, especially in underserved communities.
March 31, 2022
Where More Work Remains to Be Done for Women in Financial Services: F2's Liz Fritz"I knew ... I was a trailblazer, but [the low number of female fintech founders] certainly is humbling and shows we need to do better," the executive says.
March 23, 2022
10 Ways to Help Prospects Who Want IncomeThey have questions about your advisory firm. What are the income-producing investment choices you can offer them?
March 17, 2022
When Talent Arrives by an Unconventional PathThere are hidden gems when looking behind several resumes. Here's one example.