Diversity & Inclusion

Displaying 102 results

Peggy Ruhlin on steps advice firms can take to improve the female famine

Peggy Ruhlin on steps advice firms can take to improve the female famine

November 17, 2018

CEO and 2017 Alexandra Armstrong Award winner says it doesn't have to be difficult to make a difference.

From the C-suite with Wealth Consulting Group’s Jimmy Lee: Looking for diversity, screening for attitude

October 31, 2018

This CEO rejects a passive-aggressive approach, directs employees not to let things fester.

Why diversity and inclusion efforts are a firm’s best investment

Why diversity and inclusion efforts are a firm’s best investment

October 27, 2018

Appreciation for the different perspectives that inform people's financial needs is critical to the role advisers aspire to play in people's lives.

CFP Board issues white paper on increasing diversity in financial planning

CFP Board issues white paper on increasing diversity in financial planning

October 23, 2018

Less than 3.5% of the 80,000 certified financial planners in the United States in 2017 were black or Latino.

Real life fearless girl at the New York Stock Exchange

October 17, 2018

Confidence helped her gain work as one of the first and youngest full-time female traders at the NYSE.

LeCount Davis celebrated for dedication to adding diversity to financial advice business

LeCount Davis celebrated for dedication to adding diversity to financial advice business

October 10, 2018

InvestmentNews' event highlights 26 firms and individuals creating a more inclusive profession.

Adviser’s cultural understanding behind four decades of client care

Adviser’s cultural understanding behind four decades of client care

October 1, 2018

Family office executive fled the communist regime in Cuba at 11 .

Making diversity intentional is first step to boosting inclusion

Making diversity intentional is first step to boosting inclusion

September 22, 2018

Diverse fintech firm offers advisers a lesson on how to be competitive for top talent.

Financial education to stoke wealth creation for diverse groups

Financial education to stoke wealth creation for diverse groups

September 18, 2018

Adviser bringing financial literacy to communities of color and helping them create, grow and transfer generational wealth.

JPMorgan Chase reaches settlement in race case

JPMorgan Chase reaches settlement in race case

September 4, 2018

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.'

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