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.
Wells Fargo CEO Apologizes for 'Limited' Black Talent Remark
By Hannah LevittCharles Scharf responds to remarks he made this summer during a Zoom meeting that exasperated some Black employees.
July 23, 2020
Ex-Morgan Stanley Staffers Want Out of NDAs to Discuss RacismAt least six former employees say they can't share their experiences because of non-disclosure pacts they signed.
July 08, 2020
SEC Committee Meeting to Focus on Diversity in Asset ManagementThe Asset Management Advisory Committee meeting is set for July 16.
June 05, 2020
ACLI to Help Lead U.S. Chamber Opportunity Equality EffortLincoln Financial and NAFA have joined the list of organizations making statements about George Floyd's death.
June 02, 2020
Why Diversity Hires Mean Growth for Advisors: StudyA recently released FlexShares analysis finds investors prefer to work with advisors who are most like them.
June 01, 2020
Twin Cities Financial Firms Speak Out After Floyd's Killing, Protests"There remains a tremendous amount of work to do here in the Twin Cities" to fight racism, RBC says.
May 22, 2020
Morgan Stanley Sees Just Half of Staff in Offices by Year-EndCEO James Gorman also discusses diversity, management pay cuts and business in China at virtual shareholder meeting.
February 25, 2020
4 Keys to Better Client Service: AICPAPresenters discussed these tips at the CPA group's recent conference.