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.
How CFP Certification Benefits Female Advisors
By Michael S. FischerFemale CFPs are more confident than their male counterparts in terms of working with clients, financial planning and growing revenue, a study finds.
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.
April 27, 2021
7 Keys to Attracting Gen Xers and Millennials to Your PracticeT. Rowe Price studied Gen X and Y top earners and found differences between what they want, and what advisors think they want.
April 27, 2021
Creative Planning Strikes Its First 2021 Deal, Opens NonprofitIt acquired Castle Wealth Advisors and started Pathway Financial Education as a resource for underserved kids, adults and small-business owners.
April 27, 2021
How Well-Being Drives a Future Financial PlannerThe winner of our 2020 New Planner Recruiting Tuition Reimbursement Scholarship is an example of where our industry is headed.
April 27, 2021
HealthCare.gov Ties Marketing Push to Black American Week of ActionOfficials estimate that 66% of Black uninsured adults have access to a zero-premium major medical plan.
April 23, 2021
More Business Owners Plan to Retire Early: SurveyA Wilmington Trust survey found that the share of business owners planning early retirement nearly doubled from a year ago.