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.
Wealth Managers to Launch Onyx Platform for Minority Advisors
By Jeff BermanRIA founders Dasarte Yarnway and Emlen Miles-Mattingly will launch the Onyx Advisor Network in January.
December 09, 2021
10 VIPs Tell Us the Biggest Issues on Their Minds & What Advisors Can Do About ThemAn array of experts including Liz Ann Sonders, Ric Edelman and David Blanchett told us which issues they're watching closely.
December 07, 2021
What 11 Industry VIPs Are Reading Right NowRic Edelman, Liz Ann Sonders and a host of other financial experts share the titles of books (and one podcast) they recommend.
December 07, 2021
3 Trends Reshaping Retirement: T. Rowe Price's BelskiDiscussing retirement in depth can no longer wait until your clients are in their pre-retirement years, says the executive.
December 06, 2021
Commonwealth Launches Mentorship Program for Female AdvisorsThe firm aims to boost support and career development for this group of financial professionals.
November 24, 2021
'The Changing Complexion of Wealth': Attracting More Diverse Talent at MerrillThe wealth management exec says the industry must "take steps to make this profession more appealing for talent we wish to attract."
November 24, 2021
CFP Board Picks Best Research Papers of 2021Topics of study included fraud, risk tolerance and millennial investors.
November 09, 2021
How Black Investors View Wealth, Advisors: SurveyBlacks were more likely than whites to define financial success as leaving a legacy and helping the next generation, U.S. Bank found.