Results for "Diversity & Inclusion"

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Real life fearless girl at the New York Stock Exchange

October 17, 2018

Lauren Simmons is not your average trader. When she first got onto the trading floor at the New York Stock Exchange last year, the 24-year-old Georgia native expected to have a few women on there with her. Instead, when she signed into the book,...

LeCount Davis celebrated for dedication to adding diversity to financial advice business

October 10, 2018

LeCount R. Davis accepted a lifetime achievement award at InvestmentNews' inaugural Excellence in Diversity & Inclusion awards, which celebrated 26 individuals and firms for their commitment to making the financial advice industry more inclusive....

Adviser's cultural understanding behind four decades of client care

October 1, 2018

When Maria Elena Lagomasino was 11 years old, she and her family fled the communist regime in Cuba to come to Westford, Conn. It was 1960. She made friends quickly in school and found everyone welcoming, however, it was challenging for her family...

Making diversity intentional is first step to boosting inclusion

September 22, 2018

Rapid growth within the fintech ecosystem has pushed firms to find new ways to remain competitive — particularly companies in Silicon Valley, where competition with tech giants like Google and Apple make it increasingly challenging to lure...

Financial education to stoke wealth creation for diverse groups

September 18, 2018

Growing up in Washington, D.C., Keith Beverly felt he was given opportunities that others weren't. He was recruited by the Maret School, a prestigious private school, and attended on a needs-based scholarship. His single mother worked two jobs...

JPMorgan Chase reaches settlement in race case

September 4, 2018

As racial diversity tumbles on Wall Street, JPMorgan Chase & Co. has reached a settlement with financial advisers who say they were treated poorly because they're black. Six current and former employees at the largest U.S. bank filed what they...

Citigroup unveils plan to reverse its declining diversity

August 22, 2018

After years of scant progress on diversity measures, Citigroup Inc. has created hard targets for raising the percentages of women and African Americans in management positions by 2021, according to an internal memo from chief executive Michael...

The business case for diversity and inclusion: Is there one?

August 18, 2018

Is there a business case for diversity and inclusion? As an African-American female, one might assume my response would be a resounding "Yes!" Let's set this assumption aside for a moment, knowing that assumptions without facts don't hold substance...

Viewpoints differ on diversity and inclusion, but this we agree on: There are many ways to improve

August 4, 2018

Diversity is​ viewed in very different ways by readers of InvestmentNews. This came into sharp focus when reading the responses to a survey on diversity we conducted in July as a sounding board for this week's issue. This edition of InvestmentNews...

5 actions underrepresented advisers can take to further their careers

August 4, 2018

For June's celebration of Pride Month, I was part of a valuable discussion about the intersection of LGBTQ and fintech. My fellow panelists and I celebrated Pride and gains in diversity and inclusion, and talked about how to be momentum-drivers,...

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....

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...

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...

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...

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....

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...

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