Diversity and equality
Diversity and equality
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Despite concerns about corporate DEI efforts in retreat, financial planners at an industry diversity summit rallied to move forward on creating inclusive cultures.
November 10 -
Citigroup didn't admit any wrongdoing in its settlement of allegations by regulators that employees denied credit cards to people in Southern California suspected of being of Armenian origin.
November 8 -
The firm founders join the FP Podcast all the way from Taiwan to discuss financial planning for women and LGBTQ+ households, international filmmaking and how the profession changed both of their lives.
November 8 -
Ford shares how he rose from cold-calling as a broker to becoming head of wealth at one of the country's biggest banks, and what's next for his team.
November 2 -
The event's theme this year was "creating a culture of accountability," and speakers aimed to help Black consumers access generational wealth.
October 30 -
From ordinary couples to the ultrarich, people of any wealth level are vulnerable to financial abuse and domestic violence. Wealth managers, who can see into a household's finances, can make a difference.
October 24 -
The Croatan Institute is bringing together farmers, climate activists, academics, government officials and investment experts next month.
October 23 -
A decade after taking a chance to bring his wealthtech vision to life, the soft-spoken leader who values the work as much as the reward still wants to get his hands dirty.
October 22 -
The number of wealthy Asian Americans is growing. But most RIAs courting them are missing a key approach, according to one firm that is doing it differently.
October 20 -
The founder of an ETF that tracks all American public companies with female CEOs sits down with American Banker Editor-in-Chief Chana Schoenberger to discuss why it matters if a company has a woman as CEO.