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.
Days-in-Office Quotas May Backfire: MyVest CEO
By John ManganaroThe focus should be on mentorship and connection, not forcing a corporate culture, Anton Honikman tells ThinkAdvisor.
July 03, 2023
Why the Great Wealth Transfer's Biggest Beneficiaries Aren't Happy With AdvisorsWomen, Blacks and Latinos are getting wealthier and looking for more from advisors, Willow CEO Lacy Garcia says.
June 29, 2023
Jessica Brooks to Lead Health Agent GroupNABIP's incoming CEO ran an employer benefits coalition in Pittsburgh.
June 28, 2023
Raymond James Names New Head of Advisor Inclusion NetworksSamantha Trebesch will be head of the networks, which were led earlier by Renée Baker.
June 22, 2023
New Study Ties Lack of Advisor Diversity to Local RacismMarkets showing greater animosity toward Black people have lower levels of Black advisor representation, research shows.
June 14, 2023
Building a Network for All AdvisorsEmlen Miles-Mattingly co-founded Onyx to help advisors who have been marginalized by big firms, he says.
June 08, 2023
3 Client Beliefs That Can Trip Up AdvisorsThese common cultural beliefs can be stumbling blocks in conversations with clients and prospects.
June 07, 2023
Advisors Must 'Go Out Into the Community': TCI Wealth CEO"The perception of our industry has been one of advisor and company first, client third," Bob Swift says.