Results for "Diversity & Inclusion"

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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...

On a mission to motivate Latinos to save and prosper

February 6, 2018

Louis Barajas grew up in Boyle Heights in East Los Angeles, a neighborhood once known as a "murder capital," where his father started a business in 1971. Since he spoke limited English, he asked Louis, then 13, to help him file his taxes, and...

CFP Board's new head of gender diversity lays out her agenda

January 30, 2018

Kathleen McQuiggan wants to see more females in financial services, not just because she's a woman, but because she believes greater diversity is good for the industry, and ultimately good for financial planning clients. Ms. McQuiggan, 49, is...

The mutual fund men's club needs more women

January 30, 2018

By now we know that having more women on leadership teams enhances businesses. We also know that women have qualities that make them good investors, such as their approach to risk. Why then are there still so few women money managers? The figures...

Why diversity and inclusion should matter to advisers

January 25, 2018

The face of the U.S. financial consumer is changing rapidly. Millennials are expected to drive a seismic shift in attitudes that will shape our culture, how they seek financial advice, and where they choose to work. With the changing demographics...

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...

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 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...

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