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The systems are expected to be updated by the end of April, following calls from financial advisors on social media to make a change.January 29
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Eastern Michigan’s program aims to connect people with disabilities and financial advisors to research and industry resources.January 20
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Even as the numbers improve, Black and Hispanic advisors are still vastly underrepresented within the industry.January 14
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Advisors may sometimes overlook clients with special needs, despite the size of the community and available tools like ABLE Accounts.January 12
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Instead of leading your team with the mantra "Never let them see you sweat," consider a more honest, real approach.January 11
Financial advisor2050 Wealth Partners
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If you have clients who are people of color, here's how to help them navigate financial planning in a racially unequal world.December 31
Director of Marketing and CommunicationsSignatureFD
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Just like the industries that they cover, the lack of Black representation among news outlets acts as a barrier against understanding and eliminating systemic racism.December 28
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It won’t just change the composition of corporate board rooms. It may change conversations with clients too.December 14
vice president of international researchMomentum Advisors
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Regulatory shifts, M&A, new technology — there’s a lot on the horizon for the industry.December 13
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An employee who left in 2018 said she experienced a barrage of racial and sexual antagonism while at the firm, such that “it is not possible to list all of the comments and conduct in one document."December 10
