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.
UBS Nabs $1.8B Wells Fargo Private Bank Team
By Jeff BermanThe three-person team has joined UBS in the South Florida market.
April 16, 2021
CMS Nominee Likes New Medicare Advantage Telehealth FlexibilityChiquita Brooks-LaSure said her own psychologist brother is using telehealth to see more patients.
April 14, 2021
Valerie Brown Joins StepStone BoardThe addition of the former Advisor Group and Cetera exec expands the private markets investment firm's board to 11 members.
April 13, 2021
Journey Strategic Wealth Expands, Opens San Francisco OfficeThe Summit, New Jersey-based firm has added the first advisor team under its new RIA partnership business model.
April 12, 2021
Edward Jones Sued by Ex-Rep Over Sexual HarassmentA former advisor at the firm says a manager pressured her into "into a forced sexual encounter," according to court documents.
April 09, 2021
Maggie Seidel Takes Finseca Public Affairs Post: Personnel MovesTransamerica has a new TPA services vice president, and Minnesota Blue's CEO is retiring.
April 06, 2021
Actuaries Find Race and Ethnicity Disclosure GapOnly 27% of SOA members worldwide tell the group about their race or ethnicity.
April 05, 2021
CFP Board Names Diversity & Inclusion ChiefThe former NASCAR exec will work to advance D&I programs and grow the number of diverse CFP professionals.