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.
Ex-Morgan Stanley Staffers Want Out of NDAs to Discuss Racism
By Sridhar Natarajan, Max Abelson | Michelle F. DavisAt least six former employees say they can't share their experiences because of non-disclosure pacts they signed.
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.
February 19, 2020
Top 12 Big Banks for Female Board MembershipOnly one of these firms has a board more than 50% female, according to the House Financial Services Committee.
February 03, 2020
10 TED Talks Advisors Recommend: 2020We asked some financial service leaders for their favorite TED Talks last year. Here's a selection for your viewing or listening pleasure.
January 28, 2020
How (and Where) the Advice Business Can Add More WomenWhy do banks have more women than other channels in financial services? An FSI OneVoice panel discusses.