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.
Journey Strategic Wealth Expands, Opens San Francisco Office
By Jeff BermanThe Summit, New Jersey-based firm has added the first advisor team under its new RIA partnership business model.
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.
April 02, 2021
5 Rules for Claiming Social Security Benefits After DivorceYes, divorced spouses (typically women) can claim spousal benefits if they meet the criteria. Here's what advisors should know.
April 02, 2021
Onramp Invest to Beta-Test Its Crypto Platform This MonthCEO Tyrone Ross says his company is partnering with firms including WisdomTree.
April 01, 2021
Carson Group, BlackRock Help Launch Diversity-Focused EffortFinServ Foundation, led by Jamie Hopkins, is focused on the support of mentoring, leadership and internship programs for college students.
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.