Diversity and equality
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Wells Fargo, which has been dealing with a series of scandals and regulatory issues, has temporarily halted the use of diversity guidelines for hiring after a report that staff held fake interviews with minority candidates to satisfy in-house rules.
June 7 -
Black Americans in 2019 had one-sixth the wealth of white Americans on a per capita basis, according to new research.
June 7 -
Laura LaTourette and Ramona Maior are teaming up with the goal of connecting with more planners and allies who share common experiences.
June 1 -
Hip-hop icons and industry thought leaders will collide in California during the wealth management festival that's looking to buck the status quo.
May 11 -
Leaders of the network say marginalized advisors will be able to get everything they need at a significant savings over putting the pieces together themselves.
April 28 -
Taking on the challenges of filling big shoes and finding a new executive director, the practice management consultant has big plans for the organization.
April 25 -
A veteran and service member-focused wealth manager is calling for more partnership with the private sector to boost understanding of money matters.
April 25 -
It’s the first fee increase in 5 years, earmarked to fund the board’s new strategic plan.
April 19 -
A SIFMA conference panel discussed the issues that are keeping the profession predominantly white and male.
April 11 -
The top performers in the survey beat their benchmarks in at least seven of the 10 years studied.
April 1 -
In conversation with Patti Cook, CEO of Finance of America Companies
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David Miree will become global head of diversity, equity and inclusion for the New York megabank. He will succeed Brian Lamb, who will move into a new role in the firm’s commercial banking business.
March 22 -
Senior brokers delegated to make compensation decisions systematically favor white men, according to a new lawsuit.
March 21 -
Floyd’s slaying led to industry leaders promising to prioritize matters of diversity, equity and inclusion. Here’s how far some of those promises have gone.
March 20 -
Join Maggie Kimberl, President of the Bourbon Women Association for a peek behind the scenes of the bourbon industry. Learn more about the women that are rising in the male-dominated spirits sector, the proper bourbon tasting technique and a little bit of the history of bourbon.
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The veteran journalist explains how he has adjusted quickly to a new beat and his plans for the series in future months.
March 16 -
Inroads CEO Forest Harper and other organizers of new internship and training programs insist a long-term shift is now possible.
March 10 -
The Future Proof Festival has announced eight new featured speakers who buck the status quo.
March 9 -
Louis Barajas and David Russell discussed their views on how wealth managers can work with and hire more Black and Hispanic advisors and clients.
March 9 -
The narrative that you can bootstrap your way to wealth is seriously flawed.
February 28

















