Diversity & Inclusion

Displaying 200 results

Topic

Looking through the eyes of another

Empathy is a good beginning, but it needs to be accompanied by action.

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Bank of America makes Juneteenth a holiday, joining JPMorgan, Wells Fargo

The banks told U.S. employees they'll receive a floating paid day off to mark the holiday commemorating the end of slavery in the U.S., which President Biden signed into law Thursday.

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SEC names new leader for unit that reviews SPACS, climate rules

Law professor Renee Jones will run the agency's division of corporation finance, making her the first Black woman to lead one of the SEC's four major divisions.

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Business and life lessons from a needle in a haystack

Asian American leader shares her insight, such as recognizing that you bring something special and unique.

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ETF tracking LGBTQ index is launched

The exchange-traded fund tracks an index of U.S. large-cap companies that have a commitment to LGBTQ diversity and inclusion.

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Companies more receptive to diversity-related investor proposals

IBM, First Solar, and DuPont among the companies pressured by shareholders this year to pledge diversity changes.

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Woman in NYC bird-watcher case sues Franklin Templeton over firing

Amy Cooper says the company falsely claimed that it conducted an investigation before firing her.

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Morgan Stanley defies bank diversity trend

The leadership changes announced May 20 position a slate of potential successors to CEO James Gorman who are mostly white and male.

Topic

Special-needs planning is about much more than ABLE accounts and trusts

When it comes to special-needs planning, the answer is seldom easy. The decisions about whether a special-needs child would benefit from guardianship and conservatorship in adulthood and if so, who will be their guardian and oversee their trust, are important.

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Working with autism, from experience

Autism comes with challenges in a business that centers on relationships, but it often linked with an extreme interest in topics people are passionate about.

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Nominations due for Women in Asset Management awards

Nominate individuals and firms in the U.S. as role models, advocates and allies of women in investment management by June 11.

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MSCI appoints chief diversity officer

Tia Counts will fill the new international position based in London, and is responsible for aligning MSCI’s diversity, equality and inclusion goals.

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Weber says UBS should consider a chairwoman when he leaves

The bank is planning to appoint a successor to Chairman Axel Weber, 64, at its annual general meeting next year.

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Advisory business making progress on diversity, but slowly

Only 16% of advisers are women, while 3.8% are Hispanic, 2.6% are African American and 2.1% Asian, according to a study by Cerulli Associates and the Investment Adviser Association.

Topic

Cetera forms diversity and inclusion council

A 12-member group at the independent broker-dealer will work on company and industrywide initiatives.

Topic

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.

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BlackRock plans racial audit, in break with Wall Street peers

The asset manager will undergo a third-party audit of its operations following a request from a shareholder.

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Edward Jones settles $34 million racial discrimination claim

As part of the settlement, Edward Jones will create a new financial adviser council to address diversity issues and senior management will be kept informed of those initiatives.

Topic

UBS considers workplace changes in U.S.

In response to employee feedback, the bank is seeking to improve engagement in underrepresented communities and considering allowing employees greater flexibility to work remotely.

Topic

Women advisers’ skills questioned by men disproportionately, poll finds

In an industry dominated by men, women said they faced challenges early in their careers to prove themselves.