Results for "Diversity & Inclusion"

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Northern Trust's Shundrawn Thomas walks the talk on diversity in financial services

November 12, 2019

When Shundrawn Thomas was promoted to president of Northern Trust Asset Management in 2017, he became the first person of color elevated to the top tier of management at Northern Trust Corp. Mr. Thomas, 45, who joined the Chicago-based asset...

Focus on these steps for boosting D&I in advice industry

September 10, 2019

"Don't compare yourself, be yourself." This is the number one thing I tell the diverse financial advisers I meet and mentor at Edward Jones. In other words, "run your own race." The financial services industry is more diverse than ever before,...

Time to shift your hiring goal from 'culture-fit' to 'culture-add'

August 3, 2019

As a firm owner or decision-maker, you have the power to make an impact on this profession. Unfortunately, it's not always easy to know where you can "plug in" to the diversity, equity and inclusion (DEI) movement. One key contribution we can...

Advisers view diversity efforts as a complex, heavy lift

July 26, 2019

Discussions about the financial services industry's reputation for being mostly white and mostly male will usually trigger a raft of enthusiastic perspectives, but what most people agree on is that progress is slow and real diversity is still...

Ariel Investments promotes Mellody Hobson to co-CEO

July 11, 2019

Ariel Investments, the nation's largest African-American-owned asset management firm, has expanded the role of company president Mellody Hobson by promoting her to co-chief executive officer. The $13 billion Chicago-based money manager, which...

Increase diversity or die, Pershing CEO Tibergien tells RIAs

June 27, 2019

For Mark Tibergien, CEO at BNY Mellon's Pershing, making the financial advice industry a more diverse and inclusive place isn't just the right thing to do — it's imperative for the survival of the business. People have been talking about the...

Robo offers SRI portfolios supporting racial justice

June 6, 2019

OpenInvest, a digital advice startup focused on impact investing, is putting a new spin on socially responsible investing by building portfolios consisting only of companies committed to racial justice, both in the workforce and among executive...

Why a lack of diversity may be hurting your 401(k) clients

June 5, 2019

The defining trait of a successful investment committee is the ability to make prudent decisions. The best decisions are typically made as a result of asking critical questions, considering viable alternatives and coming to a consensus on the...

Rene Nourse says mentoring is the key to diversity

May 29, 2019

Rene Nourse thinks that a relationship in which an experienced financial adviser mentors a rookie is key to building diversity in the financial advice industry. An African-American adviser who started her career in the go-go 80s, Ms. Nourse...

Assigning a chief diversity officer doesn't fix an inclusion issue

May 15, 2019

We hear a lot about diversity, equality and inclusion, and with good reason. Our society has come a long way, but more needs to be done for the American workforce to truly reflect the multicultural makeup of America. Despite the nationwide push...

Consider diversity when it comes to mergers and acquisitions

April 19, 2019

As society becomes more diverse, it's time for a broader swath of the independent financial advice industry to reflect the country's changing demographics. Simply put, we need more women, young people and ethnocultural minority advisers and...

What a man can learn by attending a women's financial conference

April 9, 2019

As I look at our industry, I see many advisers who do excellent work in helping clients. Recently, I was fortunate to attend the Annual Forbes/Shook Investment Conference. It was an excellent program filled with many financial advisers. As I...

Fintech has opportunity to hire diverse workforce

April 2, 2019

Financial technology companies are in such a hurry to get work done as soon as possible, they may be overlooking an extradordinary talent pool, according to Jason Young, the CEO of Mindblown Labs, an education technology company. Mr. Young kicked...

Financial literacy could make advice more accessible to women of color

March 18, 2019

Financial illiteracy in the U.S. hits women and women of color especially hard, according to several participants in an InvestmentNews workshop on the role financial literacy can play in making the advice industry more diverse and inclusive....

When it comes to diversity and inclusion, strategies are better than intentions

March 16, 2019

As the investment management and financial advisory industry seeks to attract and retain a more diverse mix of talent, a consensus has emerged on the importance of early engagement, pipeline building, mentoring and development of contemporary...

How to recruit and retain a diverse workforce

February 23, 2019

Diversity in the workplace has proven to be valuable and even essential across industries, however, women, minorities, people with disabilities and other key groups are notably lacking in financial services. In fact, according to some reports,...

New CFP Board ads feature lesbian couple

February 11, 2019

Television ads launched Monday by the Certified Financial Planner Board of Standards Inc. feature a lesbian couple, a move intended to promote CFPs to the gay community. The ad titled "Jen and Maya" centers on a same-sex couple that owns a business...

He marries math skills with the gift of gab

February 4, 2019

Gerald Loftin hasn't faced unique challenges in the financial advice profession because he's African-American — his successes have come in the same way they do for advisers of any color. As the principal at Proficient Wealth Counselors in...

Women in leadership: Equality in the workplace starts at the very first promotion

January 15, 2019

The asset management industry is awakening to the importance of gender diversity across its ranks, from investment professionals to executive leadership. Recent studies have shown that mixed-gender portfolio management teams not only yield superior...

Amplifying female advisers' strengths to drive growth

January 7, 2019

In order to help female professionals build rewarding careers in the financial advice industry, leaders in our space should understand that the model for success for female advisers looks different in some key ways from what we have seen before....

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