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.
U.S. Bank Aims for 1 Million Wealth Management Clients
By John ManganaroThis goal would essentially double the firm's wealth management business.
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.
May 30, 2023
5 Conversations to Have With Asian American Pacific Islander ClientsMultigenerational households and businesses are common among AAPI families.
May 24, 2023
Firms Are Hiring More Diverse Advisors. Can They Keep Them?The CFP Board presents research on how firms have successfully retained diverse talent.