To support and encourage diversity and inclusion, the Financial Planning Association is offering its members access to a program developed by the Latino Leadership Institute. Both groups are based in Denver.
The program, Insight to Inclusive Leadership, is delivered virtually and consists of six 90-minute modules. When they complete the program, participants receive an electronic badge to put on their LinkedIn profiles. The badge communicates a planner’s commitment as a professional to be a leader in the diversity, equity and inclusion financial planning space, FPA said in a release.
Members can register on the FPA website to be part of the inaugural cohort, which will be capped at 30 participants and begin in the fall.
The Latino Leadership Institute trains Latino leaders for management and C-suite positions as well as providing specialized training in diversity, equity and inclusion for major corporations and government organizations.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.