Diversity and equality
Diversity and equality
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Trans people come from all walks of life, including the rich. LGTBQ+ experts share how to serve them.
December 4 -
Indigenous people in America are experiencing a "renaissance" of wealth creation. Experts share what advisors seeking to work with them should keep in mind.
November 29 -
The basketball great and sports analyst says as opportunities grow for athletes and entertainers, so does the need for greater financial competency.
November 28 -
A female Citigroup Inc. equities managing director sued the bank, alleging that she endured "horrifying" sexual assault and harassment by superiors
November 21 -
Employees at Ballentine Partners, a multifamily office and RIA, say their firm can be an example of how small or midsized independent firms can advance on DEI.
November 17 -
Financial advisors who want to serve groups historically denied access to wealth-building need a different approach, according to experts at an industry diversity summit.
November 16 -
The second annual Women in Wealth Management Awards celebrated seven women for their achievements.
November 16 -
A panel of representatives from several firms across wealth management discussed retention strategies at the CFP Board's Diversity Summit.
November 13 -
Despite concerns about corporate DEI efforts in retreat, financial planners at an industry diversity summit rallied to move forward on creating inclusive cultures.
November 10 -
Citigroup didn't admit any wrongdoing in its settlement of allegations by regulators that employees denied credit cards to people in Southern California suspected of being of Armenian origin.
November 8