Results for "Diversity & Inclusion"

Displaying 26 results

Sort: Date | Relevance


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...

« Previous Page

1 | 2


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.