Displaying 85 results
Morgan Stanley sued for racial bias by former diversity head
Marilyn Booker, the firm's first global head of diversity, says it refused to adopt her plan to address racial bias
Edward Jones contributes $1.2 million to civil rights groups
The company also announced a five-part plan to address racism, which includes an analysis of home office employees' pay
Raymond James cuts manager after confrontation with protester goes viral
Bond manager becomes the latest executive to lose a job after confrontation with member of a minority group is posted online
The power of information
I won’t pretend to have solutions to the rampant polarization in our country, but knowledge improves discourse, and discourse leads to solutions
Goldman executive has advice for his white colleagues
Frederick Baba, a managing director at Goldman Sachs, recalls a litany of black deaths and the protests that followed
Nationwide protests over race highlight hurdles faced by nonwhite advisers
As racial injustice fires up protesters and looters, financial advisers face the fallout with clients whose small businesses experience economic loss
See It, Be It Role Models
These Excellence in Diversity & Inclusion award winners are individuals in the advice business who exemplify success and inspire others from diverse backgrounds to embrace the profession
Northern Trust’s Shundrawn Thomas walks the talk on diversity in financial services
A role model and a mentor who believes in paying it forward and back.
John Rogers: Industry has ‘gone backwards’ on diversity and inclusion
Leaders in the industry are getting further removed from the height of the civil rights movement in the 1960s.
D&I Rising Stars
These Excellence in Diversity & Inclusion award winners are in the early stages of their career, but have already contributed to the success and diversity of the profession
Increase diversity or die, Pershing CEO Tibergien tells RIAs
If firms want to keep pace with changing investor demographics, they have to hire more diverse viewpoints.
Diversity of thought, plus a culture of inclusion equals a prosperous future
It's vitally important to develop new leaders who expect diversity and inclusion to be a core part of company strategy
Assigning a chief diversity officer doesn’t fix an inclusion issue
Many CDOs also have another full-time role that's unrelated to diversity and inclusion
Cambridge Associates reaches diversity milestone: half of leadership team are women
Ashby Hatch's promotion means that seven of the 14 members of the leadership team are female.
Why diversity and inclusion efforts are a firm’s best investment
Appreciation for the different perspectives that inform people's financial needs is critical to the role advisers aspire to play in people's lives
Solving the Adviser Talent Shortage: Diversity & Inclusion
A career as an adviser can be equal parts prosperous and fulfilling. Advisers have the ability to make…
Making diversity intentional is first step to boosting inclusion
Diverse fintech firm offers advisers a lesson on how to be competitive for top talent.
JPMorgan Chase reaches settlement in race case
The largest U.S. bank agrees to pay $19.5 million to members of class-action lawsuit alleging racial discrimination that's 'uniform and national in scope'
5 actions underrepresented advisers can take to further their careers
Best practices, such as building confidence and seeking out mentors, can bolster the professional journey of people from any community in the minority in a particular industry.
UBS latest to make push for young, diverse advisers
Wirehouse creates two new training programs and brings in a firm to help it find ethnically diverse candidates.
