LOGIN
Subscribe

Why financial advisers must be sensitive to cultural values

Financial advisers need to be aware of their clients' cultural values or they risk losing both business and respect in the community, says Kamila Elliott, CEO of Collective Wealth Partners.

More: DEI 2022

Wall Street firms need to reflect diverse client base or leave money on the table

Wall Street firms need to reflect diverse client base or leave money on the table

Why financial advisers must be sensitive to cultural values

Why financial advisers must be sensitive to cultural values

Diverse talent is abundant on Wall Street, You just have to look for it

Diverse talent is abundant on Wall Street, You just have to look for it

Subscribe

Get unlimited access to InvestmentNews

Subscribe for just
$19.99 per month.

Subscribe