Diversity & Inclusion

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Founders of Onyx talk about the new platform

Onyx Advisor Network is a new platform designed to support underrepresented advisers by providing them with resources, tools, and networking. The founders, Dasarte Yarnway and Emlen Miles-Mattingly, discussed their plans for the platform and their vision of how to diversify the industry in an InvestmentNews livestream.

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Revisiting King’s last speech

The speech, delivered the day before he was killed, encourages listeners to fight against socioeconomic injustices and inequality.

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Group creates certification for financial conference diversity

Choir uses proprietary algorithms to measure the diversity of a conference's speakers.

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Kamila Elliott becomes first Black chair of CFP Board

Elliott, president of Grid 202 Partners, an RIA in Washington, D.C., takes on the role as the organization has been promoting diversity in the financial advice profession.

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Platform seeks to assist underrepresented advisers

The Onyx Advisor Network will launch in January to support advisers of color, women, LGBTQ and others who have had trouble established a foothold in the industry.

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Morgan Stanley wants more diverse young hires

The firm is announcing an initiative, the Equity Collective, in which wealth and asset management firms commit to working with career-focused community organizations to reach young people from more diverse backgrounds.

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CFP’s Center for Financial Planning joins Financial Alliance for Racial Equality

FARE, a partnership between financial services firms and associations and historically Black colleges and universities, plans to fund a scholarship next year to help people of color earn the CFP designation.

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LPL names three to its Advisor Inclusion Council

Sam Cone, Jessica McNamee and Grace Yung are joining the group, whose members have diverse backgrounds and specialties.

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The industry must expand its search for diverse talent

The industry will need to continue to broaden its search for talent and bring in professionals of diverse backgrounds.

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To improve diversity, sponsors must have skin in the game

Sponsorship is a necessary step for the financial services profession to become more diverse and inclusive to the next generation.

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RBC women’s group marks 30 years

What started out as a networking group became a driver for changes that advocated for women in the industry.

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Geeta Aiyer is an ESG pioneer and a DEI champion

Geeta Aiyer has dedicated her career and personal passion to using finance to support social good via ESG and impact investing.

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Diversity in financial advice: Recruiting priority or PR play?

Press releases touting recent hires fall short in the effort to make the financial advice industry more diverse.

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Citi becomes first Wall Street bank to agree to racial audit

The deep dive into the bank's business will be conducted by lawyers at Covington & Burling, and will focus on Citi's 2020 commitment to dedicate $1 billion to initiatives aimed at closing the racial wealth gap in the US.

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Steps to hire diverse talent

Firm leaders and executives should aim to broaden their potential talent pool and professional networks, says Schwab's Leslie Tabor.

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3 keys to capturing Gen XYZ clients

Gen XYZ investors have been the most likely to drop their financial professionals during the pandemic, according to Fidelity Institutional research.

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Former LPL adviser back in business after allegations of racism

The broker-dealer cut ties with Eileen Cure in the wake of allegations of racism on social media. She is now part of a small RIA, Wealth Management of Kentucky.

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Schwab to investigate harassment claim made by former employee

A discussion about what to wear on a casual Friday took an ugly turn, according to the former TD Ameritrade employee. CEO Walt Bettinger said harassment is unacceptable, and the firm will investigate the claims.

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Return of live events is a welcome step forward

The challenge now is for organizers to make even more people feel safe enough to return in person.

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How firm leaders can rejuvenate DEI efforts

The panelist referenced the popular musical 'Hamilton' by Lin-Manuel Miranda, saying that diversity needs to be in 'the room where it happens.'

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