Results for "Diversity & Inclusion"

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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...

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...

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...

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...

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...

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...

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...

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...

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...

Have a plan to encourage diversity at your firm

November 24, 2018

It will be up to advisory firms and professional organizations to do something about the perspectives missing from the financial advice industry, that diverse advisers could bring to clients. Doing so would begin to generate significant gains...

Why wealth management needs more women

November 17, 2018

When I joined Balentine & Co. in 1994, every partner of the firm was male, and the women were either sales associates or assistants. It might seem to have been the status quo, but I soon realized I'd joined a firm that was different. I had direct...

Some good news about female recruitment in financial advice

November 17, 2018

Whether promoted from within or hired from outside the firm, each of four core advisory positions tracked in InvestmentNews' benchmarking study has seen an uptick in women entrants. It's recently been reported that women are now better educated...

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 see a few women out there with her. She soon discovered she was not only...

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...

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...

Worldly adviser excels at working with others, especially outsiders

December 4, 2018

Chris Chen was 18 years old when he moved to the U.S. from Europe, where his Chinese father and German mother met each other in Spain. Mr. Chen was born in Switzerland and grew up in Belgium and France before his family moved to America in 1978,...

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