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.
Schwab, Ariel Execs Speak Out on How Clients and Firms Can Boost Diversity
By Jane Wollman RusoffThe momentum to hire more Black advisors "has to come from the bottom up," says Kelly Johnson of Schwab.
October 25, 2021
Lacrecia Cade to Lead Atlanta LifeShe was previously a brand and strategy executive at Aflac.
October 19, 2021
Building Better BridgesThe author looks at how financial professionals can make stronger connections with BIPOC communities.
October 14, 2021
Ron Carson: Stop Using the Word 'Fee'"No one likes fees, but we're all willing to make an investment in our future," the Carson Group CEO said in a wide-ranging panel discussion.
October 06, 2021
FPA Launches Support Community for Neurodivergent Financial PlannersThe Neurodivergent Planner Knowledge Circle will explore the needs of planners with autism, ADHD, dyscalculia, dyslexia, Tourette syndrome and other learning variations.
September 28, 2021
To Boost Diversity, Go 'Where the Talent Is': Ameriprise's Rudy RodriguezThe Ameriprise executive explains how the industry can better recruit and retain advisors from diverse backgrounds and communities.
September 23, 2021
Interviewing New Talent? Questions You Can and Can't AskHere are ways to turn potentially litigious questions into insightful, legal alternatives.
September 20, 2021
How Retirement Worries Differ Among Diverse InvestorsAdvisors should consider cultural dynamics in financial planning, Allianz Life says.