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.
Interviewing New Talent? Questions You Can and Can't Ask
By Caleb BrownHere are ways to turn potentially litigious questions into insightful, legal alternatives.
September 14, 2021
CFP Board Teams With Ballentine Partners on Diversity ScholarshipFour annual awards worth up to $5,000 each will be offered to 16 Black and Hispanic or Latino students pursuing CFP certification.
September 13, 2021
Why Vanguard Subadvisor Wellington Is Embracing ESG, Private EquityThey are "well suited" to Wellington Management's active investing approach, says the firm's new CEO, Jean Hynes.
September 10, 2021
BofA Overhauls Management TeamThe bank is replacing its CFO and elevating five new members to its senior management team, including three women.
September 09, 2021
After NCAA Ruling, Morgan Stanley Takes On a New MarketSandra L. Richards tells ThinkAdvisor how the firm's specialized advisors help college athletes build a road map to financial success.
September 09, 2021
New BlackRock Money Market Initiative Supports Black College StudentsThe firm has teamed with the Thurgood Marshall College Fund to support students of HBCUs and PBIs.
September 09, 2021
How to 'Really Advance' Diversity in Financial Services: Northern Trust's Thomas"We have to push past the conversations about all the reasons we can't find the diverse professionals we want," says Shundrawn Thomas, president of Northern Trust Asset Management.
September 08, 2021
LPL Nabs Morgan Stanley Exec for Compliance RoleMichael Morningstar will oversee the litigation, arbitrations, regulatory matters and client disputes for the independent broker-dealer.