While underrepresented ethnicities make up about 15% of new CFPs each year, the new arrivals barely move each group’s overall presence in the profession.
Here's how men can step up and into allyship. It's not that hard.
Even when they're bringing home the bacon, women tend not to be as involved in household finances as their male partners.
Miami-based Eva Marina Ovejero has more than two decades of experience.
Amy Lawrence is launching Gorilla Investments Co. in Miami.
As Gen X and baby boomer women realize they qualify as philanthropists, new platforms and groups are emerging to equip them with community and context.
The report from the CFP Board outlines specific steps proven to establish and cultivate equity for employees at all levels with financial services organizations.
Healy, a long-time executive at TD Ameritrade, was appointed to head the center last summer to lead its efforts to elevate the financial planning profession with programs in diversity and inclusion.
Just over half of women who are 25 and older said they don't consider themselves financially secure; 77% of low-income women said the same.
Rising women advisors apply their mothers' and mothers-in-laws' advice to grow their careers.
The trial, which had been scheduled for next month in New York, would have provided a rare public forum for testimony about inequality inside the financial industry.
Women are underrepresented in the advice industry, but at some independent broker-dealers, they make up a significant portion of the producing reps.
Politicians' manufactured controversies are having minimal impact in boardrooms.
Nesvold is exiting Raymond James to take on an expansive new role at Cresset's $30 billion platform.
Speaking at the Morningstar conference this week, the popular strategist said there are still excesses that need to be wrung out of the economy.
Some of Hill's responsibilities will be handed off to Jeff Busconi, who holds the newly created position of head of wealth management strategy, products and services.
Kate Healy, managing director of the CFP Board's Center for Financial Planning, focuses on the increase in the number of new female CFPs.
'If you crack yourself open, they'll crack themselves open alongside you. It makes the focus of your relationship about the truth,' Lupe Camargo said at the InvestmentNews Women Advisor Summit.
It’s accountability and measurement that drive lasting change.
InvestmentNews will continue to promote what we perceive to be in the best interests of the advisory industry now and for generations to come: a diverse, equitable, inclusive, and exuberant makeup.
