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.
BlackRock Exec Apologizes for 'Clumsy and Misguided' Remarks
By Annie MassaMark Wiedman, who is widely viewed as one of CEO Larry Fink's most likely successors, made the comments at work events.
March 24, 2021
Ex-TD Ameritrade, USAA Execs Join EnvestnetThe additions come as Envestnet continues to build its financial wellness ecosystem.
March 24, 2021
More Men Than Women Say They Understand Medicare Offerings: PollMen were also more likely to enroll in a plan themselves; women were more likely to use an agent.
March 24, 2021
Focus Financial Forms Joint Venture to Serve Ultra-Wealthy Clients AbroadBeryllus Capital, a joint venture with India-based Hinduja group, will serve UHNW clients in London, Geneva and Singapore.
March 24, 2021
How Advisors Are Finding Unexpected Upsides to Zoom CallsFor years, remote technology had been there for the taking. COVID-19 simply pushed us to fully seize its potential.
March 23, 2021
Wall Street Loosens Up as 100-Hour Weeks in Pandemic Take a TollCitigroup CEO Jane Fraser has banned internal video calls on Fridays and is encouraging staff to take vacations.
March 23, 2021
Commonwealth's New Wealth Exec Tells Advisors: We're Here for YouThe firm offers services, like advanced tax and estate planning, to help advisors overcome challenges, Karen McColl tells ThinkAdvisor.
March 23, 2021
Rep. Waters Probes BlackRock, Fidelity, Other Asset Managers on Diversity and InclusionThe subcommittee on Diversity and Inclusion is asking the 31 largest asset managers, including Schwab and Vanguard, for data.