Diversity and equality
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Floyd’s slaying led to industry leaders promising to prioritize matters of diversity, equity and inclusion. Here’s how far some of those promises have gone.
March 20 -
Join Maggie Kimberl, President of the Bourbon Women Association for a peek behind the scenes of the bourbon industry. Learn more about the women that are rising in the male-dominated spirits sector, the proper bourbon tasting technique and a little bit of the history of bourbon.
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The veteran journalist explains how he has adjusted quickly to a new beat and his plans for the series in future months.
March 16 -
Inroads CEO Forest Harper and other organizers of new internship and training programs insist a long-term shift is now possible.
March 10 -
The Future Proof Festival has announced eight new featured speakers who buck the status quo.
March 9 -
Louis Barajas and David Russell discussed their views on how wealth managers can work with and hire more Black and Hispanic advisors and clients.
March 9 -
The narrative that you can bootstrap your way to wealth is seriously flawed.
February 28 -
Throughout Black History Month, Financial Planning has covered how the industry continues to confront its diversity issues while acknowledging all of the work that still needs to be done.
February 27 -
The CFA Institute has created a voluntary Diversity, Equity and Inclusion Code for the Investment Profession in the United States and Canada as financial firms wrestle with expanding a more diverse workforce.
February 25 -
Large pockets of the financial planning and wealth management industries have gone back to “business as usual” post-George Floyd.
February 23 -
Retirement plans that shift the approach away from the traditional can reap the rewards, according to experts in an EBRI webinar.
February 23 -
A new study finds that race did not play a significant role in how much consumers trust advisors. But gender was a different story.
February 23 -
The “Metrics That Matter” report is a compilation of five articles written by industry pros and academics covering best practices when incorporating metrics into DEI work.
February 16 -
Citigroup said it exceeded targets it set to increase the percentage of women and Black executives among its ranks.
February 16 -
With a track record of nearly 40 years, the first Black-owned money manager is unveiling new collaborations and getting praise from members of Congress.
February 14 -
Craig Young discusses the “unsung heroes” who have inspired his path from poverty in his youth to a major executive role with the wirehouse.
February 9 -
The Financial Services Institute and nonprofit Inroads launched a new collaboration designed to foster more underrepresented advisors.
February 1 -
The advisors’ success offers lessons for aspiring wealth professionals and brokerages aiming to change a predominantly white and male industry.
February 1 -
Wealth managers are seeking to drive change by equipping brokers with resources to engage historically excluded groups.
January 28 -
What else do banks need to do to achieve gender parity more quickly? What are the tech innovations that will be most impactful for the banking industry? What will the surviving banks look like a decade from now?
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