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.
TIAA Releases Report on How It Puts Values Into Action
By Emily ZulzIn its 100th year, TIAA's new report outlines the impact of the firm's responsible investing framework.
October 12, 2018
14 Firms Back New Industrywide Diversity InitiativeThe NICSA-sponsored initiative focuses on industry collaboration as opposed to firm-level campaigns.
October 08, 2018
The Wealth Consulting Group's 'Huge Advantage': DiversityThe hybrid RIA has a top-down approach to diversity and inclusion, according to founder and CEO Jimmy Lee.
September 21, 2018
10 Ways to Increase Diversity Among Employees, ClientsThese ideas from the CFA Institute can help advisors attract more female, millennial and minority advisors and clients.
November 14, 2017
Edward Jones Aims High With Bridge Diversity ProgramThe firm is building on its WINGS program for female advisors, according to Monica Giuseffi.
October 23, 2017
Edward Jones Hits $1 Trillion in AssetsThe milestone comes a month after the firm launched a network for female advisors.
September 22, 2016
Morgan Stanley Gives Advisors Gender-Diversity ToolkitThe effort aims to equip FAs with more ways of serving clients interested in improving women's leadership and economic impact.
February 24, 2016
Raymond James’ Black Advisor Group Hosts Second Forum, Twice Size of FirstRaymond James Black Financial Advisors Network has aggressive short-term goals and a bold long-term plan.