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.
CFP Board Center for Financial Planning Launches Diversity Scholarship
By Jeff BermanThe scholarship will cover the cost of the Dalton Review CFP exam review course for 10 recipients per year.
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.
January 27, 2021
Solving the 'Diversity Problem' in the Financial Advisory IndustryA new Cerulli report describes the steps firms should take to add, and keep, more women and advisors of color.
January 12, 2021
Number of Female CFPs Grew 3% in 2020The trend line is promising, but the field still has a long way to go to promote diversity, financial planner Melissa Brennan tells ThinkAdvisor.
January 11, 2021
Retirement Literacy Among Women (and Men) Is Woefully Low: SurveyWomen scored worse than men on a test of retirement literacy, but they're also more open to financial advice, according to The American College.