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.
Younger Women Want to Talk About More Than Money With Advisors: Wells Fargo
By Jeff BermanThere is a big generational difference in how women talk about money and seek advice, the firm found in a survey.
March 04, 2021
CFP Board Center for Financial Planning Launches Diversity ScholarshipThe scholarship will cover the cost of the Dalton Review CFP exam review course for 10 recipients per year.
February 22, 2021
LPL Addresses Black Advisor Issues in New Video SeriesThe content, available online, features six Black LPL advisors tackling diversity problems they and Black investors face.
February 17, 2021
From Intention to Action: Advancing DEI in Your PracticeTalk is cheap, action takes investment, says Commonwealth's chief diversity, equity and inclusion officer.
February 12, 2021
T. Rowe Price Expands 2 Execs' DutiesRob Sharps and Celine Dufétel will take on added responsibilities to help the firm meet industry challenges.
February 11, 2021
American College Names Leader Focused on Empowering Black CommunityKarim Hill will be the executive director of the college's Center for Economic Empowerment and Equality.
February 08, 2021
MetLife Sees a Baby BustThe number of workers using short-term disability benefits for pregnancy has been low.
January 28, 2021
Women in Wealth: Why It's Their MomentTegra118 CEO Cheryl Nash and tech-savvy marketing expert April Rudin weigh in.