Diversity and equality
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At home or under a socially distanced beach umbrella, these diverse titles will help while away this singular season.
July 16 -
“The face of our industry is typically not me,” says the Vanguard and DFA veteran. “I thought about how many young people that I could inspire. So I raised my hand.”
July 16 -
A former engineer claims he was “routinely harassed and discriminated against” by the custodian and its management.
July 16 -
Over the past 15 years, Black participation in the industry has stalled at a mere 8% — a figure that typically dwindles heading up the leadership ranks.
July 10 -
The bank’s home city of Toronto boasts a population that is more than 50% foreign-born, but there is little diversity in the upper echelons of its financial firms.
July 7 -
Opening up about your personal circumstances forms a bond that can only benefit your planning practice.
July 7 -
Amy Cooper, who was fired from her job as head of insurance investment, could face up to one year in jail, three years of probation or a $1,000 fine.
July 7 -
The largest percentage of women advisors for any single firm rose from the previous year, but the available numbers paint a stark picture.
July 6 -
This year’s survey results reveal challenges for independent broker-dealers and their future growth.
June 30 -
The privileged realms of American finance still look much the way they did a decade ago, or even two or three decades ago.
June 29 -
Some say conversations about race have no place in the workplace. We disagree.
June 29 -
A new book could help advisors better grasp the difficulty with the topic of money among underserved client groups.
June 25 -
The industry’s lack of Black people and other minorities may explain why the world of social investing has fallen short on pushing corporations on race.
June 24 -
Asset manager Blueprint Capital Advisors claims they stole confidential business information and discriminated against the Black-owned firm.
June 24 -
Just 5% of its 16,000 employees are Black, according to the company.
June 23 -
With her innovative, rapid-fire leadership, the recipient of this year’s individual award is giving nearly 2,000 aspiring planners unprecedented entree into a profession sorely in need of them
June 22 -
Observing the day is one way wealth management firms are trying to respond to civil unrest.
June 18 -
Marylin Booker accuses the company of failing to support Black advisors and criticizes its use of mandatory arbitration to settle employee disputes.
June 18 -
Members of the bank’s operating committee will be evaluated annually on how much they have increased representation and inclusion of diverse employees in the operations they oversee.
June 17 -
“Especially in this time when we are thinking, ‘Is there going to be a shortage of opportunity,’ in comes this one. It’s put a lot of fire in me to learn as much as I can,” says new college graduate Kameron Kindle.
June 16


















