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5 ways wealth managers can better serve first-time Black investors
Meeting the needs of emerging Black investors can be accomplished through incremental changes to client council and outreach.
Known co-founder Molina Niño focuses on wealth gap
The investment advisory firm is highly diverse and will never need a DEI initiative, co-founder says
What’s so funny about diversity, equity & inclusion?
InvestmentNews will continue to promote what we perceive to be in the best interests of the advisory industry now and for generations to come: a diverse, equitable, inclusive, and exuberant makeup.
New ETF bets on companies led by women
Hypatia Women CEO ETF leverages the logic that female executives represent a rare level of excellence when it comes to leadership and management skills.
LPL cuts ties with adviser accused of racism in TikTok video
Eileen Cure is accused of refusing to hire Black job candidates in viral TikTok. Cure called the accusations 'false and defamatory.'
To recruit more women advisers, industry needs to abandon sales culture
A new report from Carson Group taps into the knowledge of 59 female financial planning executives.
To truly be diverse, the advice industry first needs a true tally of advisers
How can the financial advice industry know whether its attempts to hire more women, Blacks, Latinos and Asians are working if there is no accurate, unified measure of success or failure?
Finra should review Form U4 to help industry diversity: Robinhood
The registration application known as Form U4 asks an applicant for a variety of information, from employment history to whether he or she has been convicted of or charged with a felony.
Diversity could propel the 401(k) industry into its next phase of innovation
Lack of diversity is a problem for the financial service industry, and especially the DC market, where most advisers are white males. That is also true of industry executives, most of whom went to college in the Northeast or were trained by a provider there.
House panel approves ESG, diversity bills without GOP support
Rep. Patrick McHenry, R-N.C., accuses Democrats of trying to 'cater to the far left.' Democrats say ESG, diversity data is crucial.
PE fund targets diversity, governance at small companies
Mill Road Capital is applying a 'progressive private equity' strategy in its latest fund.
The BLX Internship Program
The BLatinX Internship Program's goal is to provide 100 aspiring Black and Latinx financial planners the chance to obtain a paid internship.
Goldman secrecy on harassment claims faces challenge
Goldman faces a vote at its annual meeting later this month on whether it should publish a report on how its mandatory-arbitration policy impacts employees and workplace culture.
Trends in high-performing financial adviser teams
“Mega teams” with the scale to grow, greater diversity, sophisticated tools and the flexibility to adapt to any environment will lead the way.
Recognizing efforts around DEI
The awards recognize individuals, firms and industry partners that cultivate a diverse and equitable profession.
Buckingham’s Hartman on pros and cons of remote work
The president of the $16 billion RIA told attendees at the InvestmentNews Women Adviser Summit that that it's too early to guess when things will get back to normal.
Women make up 14% of all fund managers, and the U.S. lags behind that global average
Morningstar data show women are making little progress breaking into the ranks of portfolio managers.
Goldman plans $10 billion initiative to support Black women
The program, which includes $100 million going to philanthropic efforts, has the goal of affecting the lives of 1 million Black women by 2030.
How the pandemic highlights diversity challenges in financial services
Speakers at Women in Asset Management summit say diversity and inclusion efforts can begin anywhere.
Diversity, equity and inclusion: Why I care
Take steps to get to know other cultures and diverse groups, and learn how you can best support them
