The RIA acquired the innovative practice while bulking up its social justice investing efforts and its wealth redistribution planning services.

Part of a push by the company to open offices in underserved areas, Anthony Williams aims to make it “a pillar” of the community, he says.

While her predecessor led the organization through the 2008 financial crisis, Thasunda Brown Duckett is taking the top role at a time of different uncertainty.

The exchange operator’s planned regulations are currently too narrow and should be amended, two groups wrote in comment letters to the SEC.

The training and certification organization chose a former bank and nonprofit official to lead its new Center for Economic Empowerment and Equality.

The wealth manager aims to build connections and take feedback through a new group resembling ones launched by rivals in recent years.

Rae becomes one of the few women leaders in financial services.

The organization’s new Thrive Center for Diversity will seek to address the lack of representation of race, ethnicity, age and sexual preference, in addition to gender disparities, in wealth management.

Financial inclusion is a key enabler to reducing poverty and Fintech is leading the way forward. New businesses and creative banking services are emerging with new means of providing financial services to the financially underserved. But technology is just part of the equation, not the whole solution. Join Daniel Wolfe, Editor-in-Chief of PaymentSource as he explores the issues surrounding financial services as infrastructure and how it can address the wealth gap in various communities with our special guests Wole Coaxum, Founder & CEO of MoCaFi and Marc Weill, Partner & Senior Advisor at Two Sigma Ventures.

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.