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In order to avoid treating DEI as a fad, #DoingTheWork in wealth management ought to start with these critical steps, financial advisor Lazetta Braxton writes.
October 202050 Wealth Partners -
The discrimination case revolves around allegations of disparate treatment in the firm’s agency distribution channels.
October 1 -
Charlie Scharf’s insensitive and factually incorrect remark perpetuates a damaging trope, financial advisor Lazetta Braxton writes.
September 292050 Wealth Partners -
A Korean-American entrepreneur claims James Hilbrant told her to “go back to Wuhan.”
September 25 -
Representation of women and minorities remains “startlingly” low.
September 17 -
CEO Robert Cook has launched a task force and started assessing his own actions, he said in a panel at the Quad-A Vision conference.
September 16 -
Financial advisor Lazetta Rainey Braxton describes tangible methods for opening minds and advisory practices.
September 42050 Wealth Partners