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The college graduate was about to embark on a career in live music event production in spring 2020 when COVID-19 changed his life trajectory.
March 21
Integrated Financial Group -
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
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The veteran advisor who was inspired by her mother takes another step for women in the industry.
March 18
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Luke Harangody is hoops royalty at Notre Dame. But at Midwest TAMP GeoWealth, he’s a rookie with a lot to prove.
March 16
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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
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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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Craig Young discusses the “unsung heroes” who have inspired his path from poverty in his youth to a major executive role with the wirehouse.
February 9
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Leadership worried that by trying to be everything to everyone, the association risked diminishing its appeal and determined to address the issue once and for all.
February 3
Financial Planning Association -
The 43% of candidates who successfully finished the series in November is the third-lowest pass rate for the Level III exam and below the 10-year average.
February 3
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The Financial Services Institute and nonprofit Inroads launched a new collaboration designed to foster more underrepresented advisors.
February 1
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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
