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.
GeoWealth Introduces New Advisor Service Center Features: Tech Roundup
By Jeff BermanAlso, Morgan Stanley selects eight startups for its latest Multicultural Innovation Lab program.
August 16, 2021
Meet the LUMINARIES Class of 2021This pioneering recognition program shines a spotlight how advisors and firms are moving the industry forward in the areas that matter most to advisors.
August 15, 2021
4 Ways Financial Planning Is Different for LGBTQ+ PeopleIgnoring the complexity could get a client evicted, or a leave a client impoverished.
August 09, 2021
SEC Approves Nasdaq Board Diversity PlanThe rules give investors "a better understanding of Nasdaq-listed companies' approach to board diversity," said SEC Chairman Gary Gensler.
August 05, 2021
LUMINARIES Podcast: Leadership Lessons From Mark TibergienTibergien discusses why advisors and firms need to continually transform and improve themselves to ensure the future of the business.
August 04, 2021
LPL Boots Rep Who Allegedly Refused to Hire Black ApplicantsThe firm ended Eileen Cure's affiliation after a viral video accused her of making racist comments in a Skype message.
August 03, 2021
LPL Investigates Rep Who Allegedly Refused to Hire Black ApplicantsEileen Cure of Cure and Associates was called "racist of the day" on a TikTok video showing a Skype message she allegedly sent.
August 03, 2021
LPL Nabs JPMorgan Exec to Lead Advisor ServicesCorey Staten will lead the firm's Service Center, Technical Support Help Desk, New Advisor Care Team and related efforts.