Results for "Diversity & Inclusion"

Displaying 65 results

Sort: Date | Relevance

Author:

Why investors should diversify more than just their assets

August 4, 2018

The next generation of investors demands more from their portfolios. While they still expect to generate returns that will fund a home, their children's education and retirement, a growing number also expect their investments to make a difference....

Survey: Advisers more proactive about adding diversity

August 4, 2018

A lack of diversity in the financial advice business is a problem My firm actively pursues recruiting minorities for client-facing positions The minority community 
is underserved by 
financial advisers 2015 2018 Yes No Don't know 62% Portion...

Race is hard to talk about at work — here's how to make it easier

August 4, 2018

I'm Asian-American and grew up in a racially diverse city, but this doesn't mean I've always understood what race was or how to talk about it. During my first career as a public school teacher, the impact of racism, housing segregation and economic...

Why a lack of diversity among financial planners persists

August 4, 2018

A recent Pew Research Center study found that the majority of Americans say growing racial and ethnic diversity makes the U.S. a better place to live. While the country is experiencing an increase in diversity, the financial planning profession...

5 tips for productive conversations about diversity

August 4, 2018

Having difficult conversations sucks. Often you feel like you're running in circles, going over and over the same issues and not being heard. When the conversation turns to race, gender and sexual orientation, discussions become especially difficult....

Women to lead CFA Institute board

July 12, 2018

In 2016, the CFA Institute set a goal that 30% of its governing board would be comprised of women. This was a lofty goal considering women make up about 18% of the organization's members — a number that has held steady for two decades. But...

Adviser serves Hispanic clientèle in Puerto Rico and the mainland

July 7, 2018

The day after Hurricane Maria hit Puerto Rico, Eduardo J. Ramos returned to business as usual at Freedom Advisory, the registered investment advisory firm he started 10 years ago in San Juan. The firm is one of just a handful of independent...

LGBTQ advisers and clients would welcome this approach

June 28, 2018

Even for firms that have embraced the value of increasing diversity, making the workplace LGBTQ-friendly has an added challenge of visibility. Unlike gender and race, sexual orientation isn't as visibly obvious and probably wouldn't come up...

Financial challenges remain for LGBTQ Americans

June 26, 2018

This month marks the third anniversary of marriage equality being extended to same-sex couples throughout the United States, a process that took decades to come to fruition through various actions at the state level, culminating in the U.S....

Enough talking about diversity and inclusion — it's time for action

June 16, 2018

Many companies today are talking about the value of a diverse workforce. After 30 years in human resources at a range of leading companies, I am heartened by the evolution and increased focus on diversity and inclusion. But it's time to move...

From collecting autographs to advising LGBTs ​

June 5, 2018

David Rae developed a keen awareness of money when his father, NFL backup quarterback Mike Rae, retired from football. Growing up, the younger Mr. Rae, now 39 and founder and president of DRM Wealth Management, knew his family was always navigating...

Women advisers driving revenue growth

May 29, 2018

Even though women make up a small but growing percentage of financial professionals, their influence has the potential for a disproportionate impact on the overall financial planning industry. New InvestmentNews research found that advisory...

Why we must create a more diverse and sustainable financial planning profession

May 19, 2018

According to the Bureau of Labor Statistics, employment of personal financial advisers is projected to grow 15% from 2016 to 2026. As the population ages and life expectancy increases, the demand for financial planning advice should continue....

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

May 11, 2018

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...

CFP Board takes on racial, ethnic diversity

May 10, 2018

The fact that the financial planning industry is made up mostly of white men is a problem that needs to be addressed, according to a report out today from the CFP Board Center for Financial Planning. The comprehensive study, which included interviews...

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...

« Previous PageNext Page »

1 | 2 | 3 | 4

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.