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.
Morgan Stanley Starts New Fund to Build More Diverse Businesses
By Sonali BasakThe fund invests in early-stage companies with diverse founders and has the backing of Microsoft, Walmart and Hearst Corp.
June 11, 2021
Black and Hispanic Americans Face Extra Retirement Planning ChallengesSome of the challenges transcend having lower average incomes than white Americans, EBRI finds.
June 10, 2021
LGBTQ Community Still Faces Discrimination in Housing, EmploymentLGBT people who weren't white were particularly likely to report discrimination in two recent surveys.
June 07, 2021
Georgia Federal Judge Tosses Industrial Life Race Bias ClaimsThe lead plaintiff is a widow whose husband paid about $14,600 in premiums for a policy that provided $5,000 in death benefits.
June 07, 2021
J.P. Morgan Creates Scholarship Program for Black College StudentsThe program, aimed at financial planning students at historically Black colleges and universities, is part of its $30 billion racial equity commitment.
June 03, 2021
Why Some Advisory Firms Struggle With RecruitingBNY Mellon Pershing's Christina Townsend talks to ThinkAdvisor about recruiting mistakes to avoid and how to boost diversity.
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.