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.
Medigap Policies Face New Federal Nondiscrimination Rule
By Allison BellThe new final rule also creates a health insurance agency coordinator requirement.
March 13, 2024
NFL Players Draft Ameriprise for Financial AdviceDesignated advisors will work individually with current and retired athletes to provide holistic financial planning.
March 11, 2024
What Same-Sex Couples' Different Life Spans Mean for Their Retirement PlanningJ.P. Morgan's new Guide to Retirement reveals a pitfall of relying too closely on "average" life expectancy.
March 08, 2024
3 Female Advisors Launch Women-Focused RIAOne focus for Expressive Wealth will be creating more visibility for women in the profession, the CEO said.
February 15, 2024
Big Firms Boost Their CFP NumbersEdward Jones, Fidelity, Charles Schwab and Northwestern Mutual led the way with new certified financial planners.
February 15, 2024
Burt White: 'If We Lose the Humanity, We're Toast'Carson Group is looking to the future and has big M&A plans, the exec tells ThinkAdvisor.
February 15, 2024
Why Stifel Exec Alex David Jumped to Raymond JamesHe spent the past three years as head of Stifel Financial's independent contractor channel.
February 12, 2024
Credentials Boost Planners' Confidence and Client Base: SurveyContinuing financial education breeds success and career satisfaction, the College for Financial Planning found.