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.
10 Ways to Help Prospects Who Want Income
By Bryce SandersThey have questions about your advisory firm. What are the income-producing investment choices you can offer them?
March 16, 2022
How Direct Indexing Helps Clients Cope With Market Volatility, TaxesMonali Vora, a partner at Goldman Sachs Asset Management, says every client wants a portfolio tailored to their financial goals.
March 10, 2022
How Women Are Boosting Americans' Financial SecurityHere's a look at some of the female volunteers and nonprofits geared toward creating financial independence for women.
March 02, 2022
10 Best Women-Run Companies to Invest In: Morningstar, 2022Here are the companies with female CEOs that made Morningstar's Best Companies to Own list.
March 01, 2022
How to Attract Next-Gen Talent: Kate HealyThe industry veteran and LUMINARIES judge says younger individuals just "don't seem to know about financial planning."
February 22, 2022
SEC's 'Accredited Investor' Update Could Bring Unintended Consequences — SEC RoundupLawyers Nick Morgan and Tom Zaccaro talk to Brittany Davis of Backstage Capital about how the change could affect investors.
February 17, 2022
LUMINARIES 2022 Nominations Portal Now OpenThinkAdvisor's industry recognition program is accepting nominations through April 29, and there's no cost to participate.
February 14, 2022
Why Working With Strippers Makes Sense for Financial Planners"There's value to working with stigmatized groups and in markets that aren't overly saturated," CFP Lindsey Swanson says.