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Greg Girasole and Alex Kriete, who the bank brought in last year to oversee a new digital-assets group within its wealth management division, are striking out on their own.
March 11
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Inroads CEO Forest Harper and other organizers of new internship and training programs insist a long-term shift is now possible.
March 10
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The Future Proof Festival has announced eight new featured speakers who buck the status quo.
March 9
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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
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There are now 17 participating schools to bring the program to students in more parts of the country.
March 1
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Throughout Black History Month, Financial Planning has covered how the industry continues to confront its diversity issues while acknowledging all of the work that still needs to be done.
February 27
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Large pockets of the financial planning and wealth management industries have gone back to “business as usual” post-George Floyd.
February 23
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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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Most employees will return under a “hybrid flexible model” regardless of vaccination status
February 10
