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.
Where RIAs Go From Here: American College CEO
By John ManganaroThe future of advice belongs to those who put problem-solving ahead of products, George Nichols III says.
August 21, 2023
8 Big Advisory Firms With Lots of CFPsThis list demonstrates the broad and deepening interest in the CFP designation among leading advisory shops.
August 17, 2023
Jamie Hopkins: What the CFP Mark Really Means NowThe certification will only become more important in the future, the Carson Group exec tells ThinkAdvisor.
August 07, 2023
Conference Focuses on 'Reclaiming Black Wealth'Black wealth has been "diluted over the years," says American College President George Nichols III.
August 04, 2023
3 Pieces of Career Advice From One Female Advisor to AnotherBe intentional about your career path and surround yourself with people who support it.
July 18, 2023
Offering Multiple Product Versions May Discriminate, N.Y. Official WarnsAdrienne Harris, the state's superintendent, said insurers have to make their product menus fair.
July 14, 2023
Nominations Open for Women in Wealth Management AwardsThere are seven nomination categories, with submissions due Aug. 5.
July 13, 2023
Raymond James Pride Network Continues to Grow in Third YearThis year's symposium was intended to help advisors grow their business and help their community.