Displaying 18 results
Could the Saver’s Match help close the wealth gap in 401(k)s?
New analysis projects higher account balance ratios for qualified participants, particularly Black women who max out their contributions.
What are asset managers doing about DEI?
Inaugural report covering 1,200 firms shows adoption of formal DEI policies, recruitment programs, and best practices to tackle representation gap.
Women and CPAs are in focus at RIA Choreo
"It's smart to align with a proven center of influence, CPAs," an industry consultant says.
Wall Street DEI programs dial back amid litigation fear
Firms are opening up diversity programs to all, which may erase progress.
Black women are falling behind in their wealth-building journeys
While more than half of those surveyed want to leave an inheritance, student debt and hurdles to homeownership are holding them back.
One of Wall Street’s highest-flying women is reportedly quitting
Goldman Sachs executive had been tipped for CFO and other top roles.
SEC bars financial advisor indefinitely
Connecticut-based Andrew Komarow had been barred by Finra in June.
Black, Hispanic investors younger, more open to risk: Report
Minority investors are more likely to engage in risky investments such as meme stocks, cryptocurrencies, and options, according to a report from the Finra Investor Education Foundation.
Tapping into the wealth of minority communities
For many savvy advisors, especially those who are minorities themselves, minority communities offer huge potential.
Investing for social justice
Advisors should ask how and why clients want to address racial equity in their portfolios.
New RIA co-op platform targets diversity gap
The two female advisors behind independent platform explain residency program that aims to ensure talent funnel of diverse candidates.
Industry should reflect on pace of change
Advisory teams that can relate to our changing demographics not only makes sense socially but also from a business standpoint.
Braxton encourages RIAs to see investing in diversity as a business strategy
‘If a firm values its human capital, then it will make an investment to make sure that their talent can flourish for the advancement of the bottom line,’ says Lazetta Rainey Braxton, co-CEO of 2050 Wealth Partners.
CFP Board lauds progress among Black financial planning professionals
Professional body for financial planners reflects on achievements and pledges continued support.
Minority communities are financially comfortable, Merrill says
Members of the African American and Hispanic communities are more likely to have a financial plan in place than the general population.
TIAA brings hip-hop artists together for sponsored track about retirement saving
The song, 'Paper Right,' is part of the company's Retire Inequality campaign.
Number of CFPs, those taking credential exam both hit records in 2023
'As we continue to mirror the beautiful mosaic of our country, our industry will be that much more impactful in changing lives,' advisor says.
Helping women in tech align wealth with values
Waddell decided to focus on women in tech because, she says, 'I live in Seattle. Everybody works in tech.'
