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.
The Kansas-based mega-RIA is giving clients access to dedicated care coaches as new surveys show caregiving duties are straining Americans' finances.
Aspen's affiliated RIAs now manage $15 billion after the New York-based platform added Kalamazoo-based CWS Financial Advisors.
The Chicago-based mega-RIA's latest additions, spanning six office locations and over 40 team members, pushes its W-2 platform assets to roughly $35 billion.
With most of the Great Wealth Transfer set to arrive in their hands, it's time women embraced the generational opportunity to step into their financial independence.
North American wealth deal count rises 20% but value drops as big-ticket transactions vanish.
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
