Results for "Diversity & Inclusion"

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CFP Board appoints Kathleen McQuiggan special adviser on gender diversity

January 16, 2018

The Certified Financial Planner Board of Standards Inc.'s Center for Financial Planning has appointed Kathleen McQuiggan its special adviser on gender diversity to help guide its Women's Initiative (WIN), which addresses the shortage of women...

Morgan Stanley broker reached beyond his affinity group for success

January 16, 2018

Michael Brathwaite's mother was wrong. When he first dreamed of becoming a stockbroker, she didn't think it was a great idea. She told him she couldn't envision "white people giving you their money." That was 35 years ago, and since then the...

Time's up for feminine famine in financial planning?

January 10, 2018

Here's my personal wish for 2018: As #MeToo gives way to #TimesUp as Hollywood's response to sexual harassment charges, I hope a similar resolve to boost the ranks of female financial advisers finds new inspiration to transform the profession...

Frank Paré assumes role as FPA president

January 4, 2018

As the first African-American president of the Financial Planning Association, Frank Paré recognizes that he is stepping into the role during a time of great change. Paradigms are shifting around client demographics, business models, fee schedules,...

Ask the Ethicist: How to respond when your boss makes offensive sexual jokes

November 28, 2017

Q: With all of the recent events in the news regarding men behaving badly, I wanted to get your input on something that happened in a business meeting I attended. There were both men and women in the meeting. All of us ran branches of the same...

Women can help themselves and other women in financial advice

November 20, 2017

No question, there is a need for more women in the financial adviser field, given their distinctive capabilities and the changing client demographics. And change in the industry is definitely underway. Yet many firms still haven't achieved a...

Many women have had to work extra hard to earn credibility in financial services

November 20, 2017

Leaders in the financial services industry and state government were virtually all men when I began my career over four decades ago. As I reflect on my career, I recognize several lessons I had to learn to smash through certain barriers. Some...

Change is slow when it comes to gender diversity at independent advisory firms

November 20, 2017

Women have seen little to no change in representation among advisory professionals, according to the 2017 InvestmentNews Compensation & Staffing Study. There is no statistically significant observable difference from four years ago in the number...

What really deters women from staying in the financial advice profession

November 20, 2017

Over the past few years I've had the pleasure of speaking at a few universities that boast some of the top certified financial planner programs in the country. What always surprises me is that the room is usually split pretty evenly among men...

Harvey Weinstein-like behavior won't be tolerated by this adviser group

November 20, 2017

It is hard to believe that in 1994 I started my journey down the road to my financial services career. I remember the moment that I decided I was going to work in finance. I had just been told by an insurance company representative who I interviewed...

Women don't need to be advisers to succeed in advice industry

November 20, 2017

Emotional intelligence is a core asset for any adviser, and one where women often excel. But serving as a financial adviser is not the only role in the advice industry where women can shine. Today, women are making an impact in a variety of...

Firms explore ways to bolster the number of female financial advisers

November 14, 2017

Boosting the number of women in the financial advice business to a level that more equally represents the population may require firms make changes related to hiring, compensation, training and other areas. It also will require getting more...

Helping women get ahead in financial services

March 3, 2017

While the Financial Services Institute will always be laser-focused on our mission of advocacy on behalf of our members, we have also come to play another very important role: that of a think tank for the independent financial services community....

Hostilities against women take the form of fewer workplace opportunities on Wall Street

November 21, 2016

Women who work in the retail financial advice business have long faced sexual harassment and discrimination at the hands of their male colleagues, just as women have in other industries. Wall Street's at times flagrant harassment of female financial...

The time is ripe for female advisers looking for a change

November 20, 2016

The headlines keep reminding firms: Hire women advisers. And with a lot of good reason behind them. Of course, it's politically correct to do so and satisfies a diversity initiative. From a business growth perspective, studies have shown that...

Courting the Asian-American financial advice market

October 16, 2016

By many measures, Asian-Americans are a financial adviser's dream. They earn more than the general population, they have more financial assets and they are excellent savers. “You don't need to tell Asians to save,” said Marguerita Cheng,...

Most women claim Social Security early

October 6, 2016

Women tend to live longer than men, which means they spend more time in retirement and often do so with less savings. As a result, women retirees, on average, could spend 70% of their Social Security benefits on health care costs. Women count...

Adviser's Consultant: Building diversity at firms makes business sense

August 24, 2016

Marguerita Cheng said for the bulk of her clients, she is the first adviser they've ever seen. About half of the families that Blue Ocean Global Wealth serves are ethnically diverse, and she's most confident that these clients won't be walking...

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