Diversity Task Force unveiled

The Financial Planning Association's Diversity Task Force has created a scholarship program to help increase involvement among groups that are underrepresented in the financial industry.
OCT 06, 2008
The Financial Planning Association's Diversity Task Force has created a scholarship program to help increase involvement among groups that are underrepresented in the financial industry. The program, which was announced at the Denver-based FPA's annual conference in Boston on Saturday, aims to “increase professional opportunities for the widest spectrum of people so that all may join and thrive in the financial planning profession.” The program will defray the cost of conference registration fees; pay for room and board at conferences; pay for up to $500 for travel to a conference site; and provide a year of paid membership to the FPA. The scholarship is available to financial services students and professionals who are raising awareness of the profession in diverse communities, serving diverse communities with financial planning and increasing professional opportunities for diverse communities within the financial planning profession. In turn, scholarship recipients will be required to attend conference sessions and participate in their local FPA chapter events during the year of free membership. “The scholarship program can help people build relationships and create an environment that tends to the needs of those communities,” Nick Nicolette, chairman of the FPA board of directors, said in a statement.

Latest News

Texas man says SEC and fund could make him pay twice
Texas man says SEC and fund could make him pay twice

A $141M judgment and a federal asset freeze collide over one shrinking pool

Osaic executives Kristy Britt and Greg Cornick to leave
Osaic executives Kristy Britt and Greg Cornick to leave

The firm's CFO and EVP of Wealth Management Solutions are the latest executives to exit the broker-dealer.

Estate planning becomes a client retention issue for financial advisors, survey finds
Estate planning becomes a client retention issue for financial advisors, survey finds

Clients are saying they would consider switching advisors if another professional offered estate planning services, according to a new Trust & Will survey.

Candidly adds AI agents for Trump Accounts, workplace benefits
Candidly adds AI agents for Trump Accounts, workplace benefits

CEO Laurel Taylor says the fintech's composable AI stack helps workers optimize dollars across Trump Accounts, 529s, 401(k)s, and other employee benefits.

BMO adds three advisors in Dallas amid Y'all Street wealth boom
BMO adds three advisors in Dallas amid Y'all Street wealth boom

The bank has swiped three private banking veterans from BNY as the city climbs the ranks of America's fastest-growing wealth hubs.

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income

SPONSORED Why direct indexing stopped being optional

Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.