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.
CFP Board Formally Launches Competency Standards Commission, Names 15 Members
By John ManganaroCFP Board Chair Dan Moisand has told ThinkAdvisor that "everything is on the table" in the standards review.
March 01, 2023
Women Likely to Help Other Women Reach Financial Goals: FidelityNearly 70% of female respondents in the survey said they help other women because another woman helped them.
February 28, 2023
Estate Planning Wisdom, Passed Down for 300 YearsAdvisor Glenn Preston Evans says that if his free Black ancestors could secure a family legacy, anyone can.
February 17, 2023
Why Cultural Competencies Matter: LUMINARIES PodcastAttracting diversity to an advisor team is easy; maintaining it is harder, argues Carson Group's Ana Trujillo Limon.
February 14, 2023
What Big Firms Still Aren't Getting About Diversity: Lazetta Rainey BraxtonDiversity, equity and inclusion are not enough, the co-CEO of 2050 Wealth Partners tells ThinkAdvisor.
February 09, 2023
Northern Trust Taps New Asset Management President From BlackRockFormer Northern Trust Asset Management President Shundrawn Thomas left the company to found a middle-market investment firm.
February 09, 2023
Create Your Own WhaleA client relationship expert looks at how to find referrals outside your pond.
February 07, 2023
'Everything Is on the Table' in CFP Competency Standards ReviewThis includes the requirement that all CFP professionals have at least a bachelor's degree.