Results for "Diversity & Inclusion"

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From the C-suite with Wealth Consulting Group's Jimmy Lee: Looking for diversity, screening for attitude

October 31, 2018

Diversity and inclusion are baked in to the culture of Wealth Consulting Group, where the importance of diverse opinions and thoughts starts at the top. The advisory firm has long had a focus on hiring staff who are diverse across race, gender...

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...

CFP Board issues white paper on increasing diversity in financial planning

October 23, 2018

Diversity and inclusion within the professional ranks of the financial planning industry continues to lag behind the U.S. minority population. According to a white paper from the Certified Financial Planner Board of Standards' Center for Financial...

Why diversity and inclusion efforts are a firm's best investment

October 27, 2018

Having worked with various financial firms in different capacities throughout my career, I've come to recognize two absolute truths about diversity. First, appreciation for the different experiences, perspectives and values that stem from diverse...

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...

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...

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...

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...

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...

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....

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...

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....

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...

CFP Board appoints Kathleen McQuiggan special adviser on gender diversity

January 16, 2018

The Certified Financial Planner Board of Standards Inc.'s Center for Financial Planning has appointed Kathleen McQuiggan its special adviser on gender diversity to help guide its Women's Initiative (WIN), which addresses the shortage of women...

Frank Paré assumes role as FPA president

January 4, 2018

As the first African-American president of the Financial Planning Association, Frank Paré recognizes that he is stepping into the role during a time of great change. Paradigms are shifting around client demographics, business models, fee schedules,...

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...

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