Diversity & Inclusion

Displaying 100 results

More women advisers may be unexpected benefit of COVID-19 crisis

More women advisers may be unexpected benefit of COVID-19 crisis

May 14, 2020

Shannon Eusey, CEO of the largest women-led RIA, said the new era of remote work will open doors

How firms can increase diversity and inclusion

How firms can increase diversity and inclusion

April 14, 2020

It’s a broad topic to tackle, and firms may find the challenge lies in knowing where to start

Nominate individuals and firms for D&I awards

Nominate individuals and firms for D&I awards

April 10, 2020

InvestmentNews is only accepting Excellence in Diversity & Inclusion Awards submissions through May 15, so go online now to highlight an outstanding firm or individual

Let’s aim for advisers to better reflect investors

Let’s aim for advisers to better reflect investors

February 29, 2020

Helping women move beyond entry-level positions in their financial services careers could make a meaningful dent in the dearth of female leaders

Raymond James launches WealthMAP to help attract and retain new financial advisers

Raymond James launches WealthMAP to help attract and retain new financial advisers

February 25, 2020

The two-year program will help those interested in advice earn Series 7 and Series 66 licensing while learning financial planning skills

Diversity & Inclusion Awards

Diversity & Inclusion Awards

February 19, 2020

Please nominate an individual or firm for helping to promote diversity and inclusion in the financial advice industry. Deadline is April 20 to make nominations for these annual InvestmentNews honors

Fidelity focusing on recruiting women to the industry

Fidelity focusing on recruiting women to the industry

February 14, 2020

The firm is seeking to build a culture where everyone understands the business value of diversity, says Fidelity Institutional’s Lisa Burns

Her Voice Matters: 40 years of wisdom

Her Voice Matters: 40 years of wisdom

February 7, 2020

Armstrong Fleming Moore’s iconic founder offers women planners the wisdom of her 40 years

How firms can meaningfully improve diversity, and why they should

How firms can meaningfully improve diversity, and why they should

February 5, 2020

Despite industrywide initiatives, advisory firms are making only slow progress on diversity

Don’t relegate diversity efforts as marketing

Don’t relegate diversity efforts as marketing

January 10, 2020

Make D&I a core principle, not public relations

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