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

Investment News

Women and men have roles to play in helping to increase diversity of the industry's advisers and clients.

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 come full circle now," Ms. Gordon, principal and chie

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Yonhee Choi​ Gordon's father wanted her to be a doctor or a lawyer, or to marry one. In…

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