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Adding and retaining women on Wall Street are goals for 2024
The percentage of female fund managers around the globe has consistently hovered around 12% over the past two decades.
Kate Healy to step down as head of Center for Financial Planning, start new firm
Healy, a long-time executive at TD Ameritrade, was appointed to head the center last summer to lead its efforts to elevate the financial planning profession with programs in diversity and inclusion.
Kate Healy named to head CFP Board’s Center for Financial Planning
The former TD Ameritrade executive led the company’s Generation Next diversity program.
CFP Board study provides map for increasing diversity in advice sector
Case studies of financial firms including Charles Schwab, Fidelity and Merrill Lynch show the importance of making diversity efforts intentional and strategic
