Diversity and equality
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After appointing the committee and starting a new conference series, co-chairs Fanci Worthington and Stephen Oliver are asking all advisors to get involved.
April 22 -
In the real world and increasingly online, Black financial enthusiasts are pushing their followers to take bolder steps to create wealth.
April 13 -
More than 100 business leaders joined an hour-long Zoom call to discuss new restrictions in Georgia, Texas and other states.
April 12 -
Unlike competing financial services firms, the asset manager has agreed to undergo a racial audit.
April 9 -
Amanda Daugherty accused the wealth manager of gender-based discrimination and unlawful termination.
April 8 -
The principal for operations and strategy of an independent research firm explains the range of available products and ESG data.
April 7 -
The update is a step forward to being more inclusive of individuals who don’t identify as male or female.
April 5 -
What's going on at LPL, Captrust, Avantax, Pershing, Citigroup, Edelman Financial Engines, and other quick takes from around the industry.
April 1 -
Impact investment manager Rachel Robasciotti and other advocates say the private proceedings are harmful to victims and helpful to firms protecting serial harassers.
March 29 -
Keith Beverly, one of a handful of Black CFP-CFA holders, is pushing to mint more.
March 29 -
Brokerage powerhouse commits to a reform program to expand opportunities for advisors of color.
March 29 -
JPMorgan Chase said it plans to hire 300 additional Black and Latino wealth advisors by 2025 to serve more clients from those communities and allow employees from diverse backgrounds to advance in their careers.
March 26 -
Employees indicated they want more personal time and women in particular have sought greater flexibility to work remotely, its co-head of wealth management says.
March 24 -
The firm will enlist law firm Paul, Weiss, Rifkind, Wharton & Garrison to review the issue and other incidents to surface in recent weeks.
March 23 -
Advisors have to make sure the whole team is treated fairly; avoiding making women into "the chick who always pours coffee,” writes Amanda Kerley.
March 22 -
A Pakistani Muslim women who started her career as a financial advisor in the U.S. after 9/11, Ayesha Yasin faced and overcame multiple stereotypes.
March 8 -
The RIA acquired the innovative practice while bulking up its social justice investing efforts and its wealth redistribution planning services.
March 4 -
Part of a push by the company to open offices in underserved areas, Anthony Williams aims to make it “a pillar” of the community, he says.
February 26 -
While her predecessor led the organization through the 2008 financial crisis, Thasunda Brown Duckett is taking the top role at a time of different uncertainty.
February 26 -
The exchange operator’s planned regulations are currently too narrow and should be amended, two groups wrote in comment letters to the SEC.
February 24


















