Results for "Diversity & Inclusion"

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Women to lead CFA Institute board

July 12, 2018

In 2016, the CFA Institute set a goal that 30% of its governing board would be comprised of women. This was a lofty goal considering women make up about 18% of the organization's members — a number that has held steady for two decades. But...

Adviser serves Hispanic clientèle in Puerto Rico and the mainland

July 7, 2018

The day after Hurricane Maria hit Puerto Rico, Eduardo J. Ramos returned to business as usual at Freedom Advisory, the registered investment advisory firm he started 10 years ago in San Juan. The firm is one of just a handful of independent...

LGBTQ advisers and clients would welcome this approach

June 28, 2018

Even for firms that have embraced the value of increasing diversity, making the workplace LGBTQ-friendly has an added challenge of visibility. Unlike gender and race, sexual orientation isn't as visibly obvious and probably wouldn't come up...

Financial challenges remain for LGBTQ Americans

June 26, 2018

This month marks the third anniversary of marriage equality being extended to same-sex couples throughout the United States, a process that took decades to come to fruition through various actions at the state level, culminating in the U.S....

Enough talking about diversity and inclusion — it's time for action

June 16, 2018

Many companies today are talking about the value of a diverse workforce. After 30 years in human resources at a range of leading companies, I am heartened by the evolution and increased focus on diversity and inclusion. But it's time to move...

From collecting autographs to advising LGBTs ​

June 5, 2018

David Rae developed a keen awareness of money when his father, NFL backup quarterback Mike Rae, retired from football. Growing up, the younger Mr. Rae, now 39 and founder and president of DRM Wealth Management, knew his family was always navigating...

Women advisers driving revenue growth

May 29, 2018

Even though women make up a small but growing percentage of financial professionals, their influence has the potential for a disproportionate impact on the overall financial planning industry. New InvestmentNews research found that advisory...

Why we must create a more diverse and sustainable financial planning profession

May 19, 2018

According to the Bureau of Labor Statistics, employment of personal financial advisers is projected to grow 15% from 2016 to 2026. As the population ages and life expectancy increases, the demand for financial planning advice should continue....

Want to boost diversity of advisers and clients? Begin with the business case

May 11, 2018

Yonhee Choi​ Gordon's father wanted her to be a doctor or a lawyer, or to marry one. In fact, her career as a financial adviser was a decade old before he gave up on the idea of her going to law school, even though he was an accountant. "It's...

With female managing partner in the wings, Edward Jones emphasizes diversity

May 10, 2018

At a time when the financial advice industry is desperately attempting to become younger and more diverse, Edward Jones' move earlier this week to tap a woman as its next managing partner will only make the firm more attractive to potential...

CFP Board takes on racial, ethnic diversity

May 10, 2018

The fact that the financial planning industry is made up mostly of white men is a problem that needs to be addressed, according to a report out today from the CFP Board Center for Financial Planning. The comprehensive study, which included interviews...

Her road to financial advice was paved by her Vietnamese parents

May 5, 2018

Financial education and economic justice are at the core of Just Wealth, a financial planning firm founded last year by first-generation American and former teacher Phuong Luong (pronounced Fong Long), whose parents immigrated to the U.S. from...

Minority-owned advisory firm makes diversity a priority

April 21, 2018

The typical adviser at most financial firms is a 50ish-year-old white male, but not at The Wealth Consulting Group. We are an independent registered investment adviser that stands out among our peers because WCG is owned by a first-generation...

Chicago adviser strategically reaching clients with smaller balances

April 9, 2018

When James Brewer was seeking his own financial adviser in 2005, he was interested in investing in companies that had a history of hiring African-Americans like himself. One adviser he met with was sympathetic and at one point suggested Mr....

Team of African-American advisers making great strides, one inspiration at a time

March 24, 2018

T ony Barrett often talks about his introduction to the profession of financial advice. He had a high school football coach who was a successful financial adviser, and African-American. Seeing the success of a person who looked like him was...

Firm grew with LGBT clients who had nowhere local to go

March 12, 2018

When Jennifer Hatch started working at JP Morgan in 1985, she couldn't help but think she was the only gay person on Wall Street. Feeling alone, for years she dreamed of working for a firm like Christopher Street Financial, a company created...

How to improve gender diversity in financial advice

March 12, 2018

Solving the riddle of why women make up such a small percentage of the financial planning profession begins with early and repetitive efforts to remind both women and men about the benefits of a more diverse workplace. While women comprise 51%...

Gender of fund manager makes no difference in performance, Morningstar says

March 8, 2018

In "My Fair Lady," Prof. Henry Higgins famously turns to song to ask, "Why can't a woman be more like a man?" Using its vast troves of data, Morningstar Inc. has answered that question — at least as far as fund manager performance is concerned...

Now accepting nominations for InvestmentNews' Diversity & Inclusion Awards

February 26, 2018

InvestmentNews is beginning its search for individuals, firms and other organizations that go above and beyond when it comes to promoting diversity and inclusion in the financial advice profession. We're counting on you to help us out. If you...

Encourage diverse individuals to be leaders

February 15, 2018

Earlier this year, I challenged a room full of female financial advisers to consider stepping up into a leadership role. If ever the idea of leading crossed their minds, or if they were the least bit curious, I encouraged them to talk to me...

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