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.
Georgia Federal Judge Tosses Industrial Life Race Bias Claims
By Greg LandThe lead plaintiff is a widow whose husband paid about $14,600 in premiums for a policy that provided $5,000 in death benefits.
May 28, 2021
Morgan Stanley Exec: The Top 3 Attributes of a Successful AdvisorThe firm's head of field management discusses what it takes to succeed as demands on advisors grow.
May 21, 2021
Carson Group Launches Free Online Diversity Course for AdvisorsHighlights of the new course are videos featuring diversity and inclusion experts including Sonya Dreizler, as well as a DEI toolbox.
May 17, 2021
How CFP Certification Benefits Female AdvisorsFemale CFPs are more confident than their male counterparts in terms of working with clients, financial planning and growing revenue, a study finds.
May 04, 2021
Dynasty to Make Minority Investments in Network Partner RIAsThe company also added Rebecca Zeitels Alcalay, GF Investments vice president, to its board.
May 03, 2021
LUMINARIES FAQ: How to Participate in ThinkAdvisor's New Awards ProgramThere are two weeks left to nominate advisors and firms for our new, pioneering recognition program. Here's what you need to know.
May 03, 2021
Nationwide to Back Tulsa Race Massacre Centennial EventThe day after the conference, Tulsa will dedicate Greenwood Rising: The Black Wall Street History Center.
April 28, 2021
New York Life Starts $1 Billion Wealth Gap Investment EffortOne arm could invest an average of $10 million in 15 different venture capital and limited partnerships. deals.