Results for "Diversity & Inclusion"
Displaying 88 results
November 20, 2017
Emotional intelligence is a core asset for any adviser, and one where women often excel. But serving as a financial adviser is not the only role in the advice industry where women can shine. Today, women are making an impact in a variety of...
November 14, 2017
Boosting the number of women in the financial advice business to a level that more equally represents the population may require firms make changes related to hiring, compensation, training and other areas. It also will require getting more...
March 3, 2017
While the Financial Services Institute will always be laser-focused on our mission of advocacy on behalf of our members, we have also come to play another very important role: that of a think tank for the independent financial services community....
November 21, 2016
Women who work in the retail financial advice business have long faced sexual harassment and discrimination at the hands of their male colleagues, just as women have in other industries. Wall Street's at times flagrant harassment of female financial...
November 20, 2016
The headlines keep reminding firms: Hire women advisers. And with a lot of good reason behind them. Of course, it's politically correct to do so and satisfies a diversity initiative. From a business growth perspective, studies have shown that...
October 16, 2016
By many measures, Asian-Americans are a financial adviser's dream. They earn more than the general population, they have more financial assets and they are excellent savers. “You don't need to tell Asians to save,” said Marguerita Cheng,...
October 6, 2016
Women tend to live longer than men, which means they spend more time in retirement and often do so with less savings. As a result, women retirees, on average, could spend 70% of their Social Security benefits on health care costs. Women count...
August 24, 2016
Marguerita Cheng said for the bulk of her clients, she is the first adviser they've ever seen. About half of the families that Blue Ocean Global Wealth serves are ethnically diverse, and she's most confident that these clients won't be walking...
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