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"Real diversity and inclusion is when we achieve gender parity and adequate representation of ethnic backgrounds," says Monica Giuseffi, principal of financial advisor inclusion and diversity at the firm.
November 20 -
The firm recently dismissed two portfolio managers due to inappropriate behavior.
October 27 -
The firm plans to add 1,000 new advisors and $47 billion in net new assets in 2017.
October 26 -
Bernard Parker spent his client's money on his home, car and father-in-law’s bills, according to federal prosecutors.
October 18 -
When experienced advisors mentor new planners, they transform the profession in the process.
October 2 -
Kobby Okum of Edwards Jones details what his greatest challenge was as a newcomer to the profession.
October 2 -
Wealth manager Kobby Okum shares his expereince on challenges faced by newcomers to the planning profession.
October 2 -
The advisors joined existing practices within the bank's independent broker-dealer arm.
September 20 -
The relaunched program has the same name, but no new funding, a spokeswoman says.
September 12 -
The hurricane poses staffing and data challenges on firms with large facilities in its path.
September 7