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.
Solving the 'Diversity Problem' in the Financial Advisory Industry
By Bernice NapachA new Cerulli report describes the steps firms should take to add, and keep, more women and advisors of color.
December 01, 2020
Nasdaq Joins Goldman in Push for More Diverse Boards"This listing rule is one step in a broader journey to achieve inclusive representation across corporate America," says Nasdaq CEO Adena Friedman.
November 09, 2020
Merrill's Andy Sieg: Diversity Is a 'Commercial Imperative'The Merrill Lynch Wealth Management head tells ThinkAdvisor about the progress Merrill has made in recent years and why it isn't enough.
October 28, 2020
How to Change Wealth Management's Lack of DiversityWe need to get comfortable with the fact that making tangible change in an established industry is painful and slow.
October 27, 2020
Asset Manager Diversity Linked to Better Investment Returns"Failing to deliver optimal diversity of thought" is "bad for savers," Willis Towers Watson says.
October 20, 2020
Commonwealth Adds Its First Chief Diversity and Inclusion OfficerScarlett Abraham Clarke joins the firm from Bright Horizons.
October 19, 2020
T. Rowe Price Hires New Global Head of Diversity and InclusionRaymone Jackson headed the national diversity office for Morgan Stanley's wealth management business.
October 07, 2020
Claiming Social Security Widow(er) Benefits: It's ComplicatedClaiming a survivor benefit too early, or too late, could mean leaving thousands of dollars on the table.