Again this week, the United States finds itself riven by racial inequities, this time as a result of the suffering experienced by Jacob Blake and his family. This week’s issue of InvestmentNews focuses on diversity and inclusion, and that timeliness is unfortunate, but it does provide an opportunity to highlight the fact that consistent support is key to progress on diversity and inclusion.
Corporate America has taken the lead on social progress in recent years, and the firms and individuals featured in this issue have a common theme: They view diversity and inclusion as a core strategy; they have done so for years, not months; and they have seen the benefit and power of an inclusive workplace.
Several firms I spoke to in preparing this issue noted that in the aftermath of George Floyd’s death, they were able to leverage existing programs so that they could have important conversations among their staffs. One anecdote that struck me was the story of a 15-year employee who shared the history of their name, for the first time, in a session set up to enable the company to hear stories of inequity.
Our Lifetime Achievement Award winner, Margaret Starner, emphasizes in her chat with Nicole Casperson that discipline and sticking to her plan were key to her success.
It’s time we all apply that level of discipline to this urgent effort, so that we can break this disheartening cycle.
Summit Financial unveiled a suite of eight new tools, including AI lead gen and digital marketing software, while MassMutual forges a new partnership with Orion.
A new analysis shows the number of actions plummeting over a six-month period, potentially due to changing priorities and staffing reductions at the agency.
The strategic merger of equals with the $27 billion RIA firm in Los Angeles marks what could be the largest unification of the summer 2025 M&A season.
Report highlights lack of options for those faced with emergency expenses.
However, Raymond James has had success recruiting Commonwealth advisors.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
