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.
More Men Than Women Say They Understand Medicare Offerings: Poll
By Michael S. FischerMen were also more likely to enroll in a plan themselves; women were more likely to use an agent.
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.
March 23, 2021
The Biggest Social Security Claiming Mistakes Women MakeWidows, stay-at-home parents and divorced spouses can be in for some big shocks, retirement expert Marcia Mantell tells ThinkAdvisor.
March 23, 2021
How Advisory Firms Can Avoid Discrimination and Retaliation ClaimsThe number of lawsuits has risen annually over the past decade. It's best to train your team to follow the law.
March 22, 2021
Ark's Cathie Wood: Disruptor Meets DisruptionHere is how Wood leads a $50 billion ETF shop even when facing market headwinds.