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.
5 Rules for Claiming Social Security Benefits After Divorce
By Ginger SzalaYes, divorced spouses (typically women) can claim spousal benefits if they meet the criteria. Here's what advisors should know.
April 01, 2021
How to Give Financial Advice Anytime, AnywhereYou need to think differently and to know the biggest problems your clients face.
March 31, 2021
Female Advisors' Stress Rose in 2020: SurveyFemale advisors have been more stressed than their male counterparts during the pandemic, according to a Northern Trust FlexShares survey.
March 30, 2021
Optimism Surges Among Black Investors: Wells FargoThe bank attributed the sunny outlook to the change in political leadership and COVID-19 vaccine distribution.
March 29, 2021
Cathie Wood's Ark to Launch Space Exploration ETF TuesdayThe ARK Space Exploration & Innovation ETF (ARKX) is the firm's first ETF launch in two years.
March 29, 2021
New Decade, New Chance to Close the Gender GapThe pandemic has set back women's growth in the financial advisory business. Action must be taken.
March 26, 2021
JPMorgan Plans to Hire 300 Black, Latino Advisors by 2025The firm also announced new efforts to better serve Black and Latino investors and to step up recruiting at historically Black schools.
March 25, 2021
Edward Jones to Pay $34M in Racial Bias SuitThe suit alleged that Edward Jones denied advancement opportunities to Black advisors because of their race.