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.
State Street Says Companies Must Have Women on Their Boards
By Saijel KishanThe asset manager will only invest in firms that have at least one woman on their boards in the upcoming proxy season.
January 11, 2022
RIA Says Being Black, Under 30 Makes Him a 'Unicorn'RIA founder Samuel Deane explains the importance of having a niche and why he sees industry efforts to improve diversity as lip service.
January 07, 2022
New CFP Board, FPA Leaders Assume Their RolesKamila Elliott is CFP Board's chair for 2022, the first Black American in this post; Dennis Moore is FPA president.
January 06, 2022
Why Rachel Robasciotti Works to 'Mobilize Investors'The Adasina Social Capital CEO explains how she has taken diversity and inclusion in financial services to a new level.
December 29, 2021
How to Really Connect With Clients: Carson's Sarah Cain"We see a lot of really generic marketing and messaging," says the vice president of Coaching and Consulting for the Carson Group.
December 17, 2021
How Being Tuned Into Psychology Pays Off in Finance: Cambridge's Amy WebberIt's tough to balance the care your employees and clients need, but "if you fail your clients, you will inevitably fail your employees too," the executive points out.
December 17, 2021
Wealth Managers to Launch Onyx Platform for Minority AdvisorsRIA founders Dasarte Yarnway and Emlen Miles-Mattingly will launch the Onyx Advisor Network in January.
December 15, 2021
Why Women Must Be Part of Planning MeetingsAbove all, women want to work with financial advisors who respect them and the important roles they play in their families and businesses.