Diversity and equality
Diversity and equality
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Interim CFPB Director Dave Uejio expressed concern that financial institutions have dragged their feet in resolving disputes with consumers for service issues during the pandemic.
February 10 -
More than one-third of U.S. brokerage clients opened their first accounts in 2020, according to new research from the FINRA Foundation.
February 10 -
Environmental, Social, and Governance (ESG) principles have moved from nice-to-have to business critical. Hear how Citi is facilitating and driving change.
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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 -
Eastern Michigan’s program aims to connect people with disabilities and financial advisors to research and industry resources.
January 20 -
Even as the numbers improve, Black and Hispanic advisors are still vastly underrepresented within the industry.
January 14 -
Advisors may sometimes overlook clients with special needs, despite the size of the community and available tools like ABLE Accounts.
January 12 -
Instead of leading your team with the mantra "Never let them see you sweat," consider a more honest, real approach.
January 11 -
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 -
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