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.
Credentials Boost Planners' Confidence and Client Base: Survey
By Michael S. FischerContinuing financial education breeds success and career satisfaction, the College for Financial Planning found.
January 11, 2024
Number of CFPs in U.S. Nears 99,000The share of CFPs who are women continues to inch upward.
December 27, 2023
RIA Model Is at the 'Tipping Point': Mercer Advisors' WellingThe fiduciary model helps clients "connect the dots to get what they really want" for their financial lives, the CEO said.
December 21, 2023
4 Big Retirement Savings Problems, and How to Fix ThemAmong the biggest hurdles in the U.S. system: A person's readiness is disproportionately affected by household income.
December 13, 2023
Fidelity Backs Financial Planning Center as Founding SponsorLeadership of the investment giant says the firm is committed to supporting diversity and inclusion initiatives.
November 29, 2023
Advice Industry Needs More Women: Carson GroupUnderrepresentation of women can hurt firms that are not staffed appropriately to meet the clients' changing needs.
November 27, 2023
The Older-Worker Productivity Drain Is (Mostly) a Myth: StudyAn in-depth new report finds fears about an aging workforce reducing productivity and profits are largely overblown.
November 14, 2023
Health Agents' Advocate Hopes to Boost Consumers' VoiceJessica Brooks-Woods says patients need affordability and support for the right kind of care, not just coverage.