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"Real diversity and inclusion is when we achieve gender parity and adequate representation of ethnic backgrounds," says Monica Giuseffi, principal of financial advisor inclusion and diversity at the firm.
November 20 -
The company also said that its advisor ranks are growing.
October 19 -
Seasoned veterans are concerned there won't be capable successors to take over their books of business, insiders say.
October 18 -
Human resources executives place emphasis on new technology to evaluate future and existing employees at NICSA's annual membership meeting.
October 18 -
Finding success has gotten a lot harder for young advisors today, says Raymond James Complex Manager Tony Barrett.
October 5 -
For young advisors, coping with the emotional ups and downs of the business is a big hurdle, says Raymond James Complex Manager Tony Barrett.
October 5 -
No one organization can do it on its own, FPA President Shannon Pike said.
October 4 -
Evelyn Zohlen wants to build on the association's initiatives — including helping next gen planners find career paths.
October 2 -
When experienced advisors mentor new planners, they transform the profession in the process.
October 2 -
Allan Boomer, managing partner of Momentum Advisors, shares his best counsel on making it in a challenging, yet rewarding profession.
October 2