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A new study finds that race did not play a significant role in how much consumers trust advisors. But gender was a different story.
February 23
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The “Metrics That Matter” report is a compilation of five articles written by industry pros and academics covering best practices when incorporating metrics into DEI work.
February 16
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The effort with NAMI-NYC comes during a pandemic that has not slowed the frenetic pace of trading and deal-making, leading employees to complain about burnout.
February 9
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September's Future Proof Festival in Huntington Beach, California, will be the first in-person gathering for Onyx Advisor Network.
February 1
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Growth among Black and Hispanic CFPs saw double-digit percentage gains in 2021. But overall representation remains stagnant year-over-year.
January 27
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Office workers who don’t comply by Jan. 14 will be placed on unpaid leave and fired at the end of the month.
January 7
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Upon assuming the role at the start of 2022, Elliott became the first Black person to ever lead the organization. But the veteran advisor says she’s just getting started.
January 6
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A College for Financial Planning analysis suggests encouraging aspiring planners to pursue financial designations other than the CFP could lead to more women and people of color entering the industry.
January 5
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Over the past 12 months, the financial services industry has tried to confront its diversity issues while at the same time delivering stark reminders of how much work still needs to be done.
December 30
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Besides the low pass rates, Jared Dillian argues that the certification doesn't make better advisors.
August 17
