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.
CFP Board, Parsec Launch Diversity-Focused Scholarship
By Jeff BermanThe scholarship will provide four awards annually of up to $5,000 each over the next four years.
August 26, 2021
Wells Fargo's Wealth Unit Names Diversity ChiefCharles Nunn joins from JPMorgan and will focus on adding diverse clients and products for Wells Fargo Advisors and related businesses.
August 24, 2021
Why Many Young Couples Seek Out Female Financial AdvisorsAdvisor Amber Miller tells ThinkAdvisor how her gender, and her fee structure, help her attract Gen X and Y clients.
August 24, 2021
LUMINARIES Class of 2021: Thought Leadership — Programs, Products & ServicesIn the Thought Leadership & Education category, we honor the organizational efforts driving the financial services industry forward.
August 24, 2021
Meet the Winners: LUMINARIES in Thought Leadership, 2021 — PeopleMeet the individuals being honored for thought leadership that is driving the financial industry forward.
August 19, 2021
LUMINARIES Class of 2021: Diversity & InclusionMeet the firms, individuals and organizations with programs, products and services being honored for driving the industry forward.
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.