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.
7 Keys to Attracting Gen Xers and Millennials to Your Practice
By Ginger SzalaT. 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
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.
April 23, 2021
Commonwealth Nabs LPL Exec as General CounselPeggy Ho spent 14 years at LPL, most recently as head of government relations and chief of staff for compliance, legal and risk.
April 22, 2021
Meet the 2021 IA25: VIPs Pushing Advisors ForwardThis year's list features advisors, experts and leaders in financial services who are breaking new ground.
April 21, 2021
Financial Firms Change How They Ask Employees About GenderSome firms, including TD Ameritrade and UBS, now offer options beyond male and female when they collect gender information.
April 21, 2021
Putnam Names Next Head of Institutional ManagementKaitlin M. May will take over on July 1, when current head Jeffrey L. Gould retires.
April 20, 2021
Marguerita Cheng: To Boost Advisor Diversity, Look Beyond RecruitingThe Blue Ocean Global Wealth founder tells ThinkAdvisor that the industry should encourage teamwork over cutthroat competition.