Results for "Diversity & Inclusion"

Displaying 78 results

Sort: Date | Relevance

Author:

Assigning a chief diversity officer doesn't fix an inclusion issue

May 15, 2019

We hear a lot about diversity, equality and inclusion, and with good reason. Our society has come a long way, but more needs to be done for the American workforce to truly reflect the multicultural makeup of America. Despite the nationwide push...

Consider diversity when it comes to mergers and acquisitions

April 19, 2019

As society becomes more diverse, it's time for a broader swath of the independent financial advice industry to reflect the country's changing demographics. Simply put, we need more women, young people and ethnocultural minority advisers and...

What a man can learn by attending a women's financial conference

April 9, 2019

As I look at our industry, I see many advisers who do excellent work in helping clients. Recently, I was fortunate to attend the Annual Forbes/Shook Investment Conference. It was an excellent program filled with many financial advisers. As I...

Fintech has opportunity to hire diverse workforce

April 2, 2019

Financial technology companies are in such a hurry to get work done as soon as possible, they may be overlooking an extradordinary talent pool, according to Jason Young, the CEO of Mindblown Labs, an education technology company. Mr. Young kicked...

Financial literacy could make advice more accessible to women of color

March 18, 2019

Financial illiteracy in the U.S. hits women and women of color especially hard, according to several participants in an InvestmentNews workshop on the role financial literacy can play in making the advice industry more diverse and inclusive....

When it comes to diversity and inclusion, strategies are better than intentions

March 16, 2019

As the investment management and financial advisory industry seeks to attract and retain a more diverse mix of talent, a consensus has emerged on the importance of early engagement, pipeline building, mentoring and development of contemporary...

How to recruit and retain a diverse workforce

February 23, 2019

Diversity in the workplace has proven to be valuable and even essential across industries, however, women, minorities, people with disabilities and other key groups are notably lacking in financial services. In fact, according to some reports,...

New CFP Board ads feature lesbian couple

February 11, 2019

Television ads launched Monday by the Certified Financial Planner Board of Standards Inc. feature a lesbian couple, a move intended to promote CFPs to the gay community. The ad titled "Jen and Maya" centers on a same-sex couple that owns a business...

He marries math skills with the gift of gab

February 4, 2019

Gerald Loftin hasn't faced unique challenges in the financial advice profession because he's African-American — his successes have come in the same way they do for advisers of any color. As the principal at Proficient Wealth Counselors in...

New diversity push at Edward Jones stirs up controversy

February 1, 2019

An initiative by Edward Jones to help women and minority advisers jumpstart their careers is being praised by diversity advocates, but criticized internally for being discriminatory. In an internal document sent to brokers last month and obtained...

Women in leadership: Equality in the workplace starts at the very first promotion

January 15, 2019

The asset management industry is awakening to the importance of gender diversity across its ranks, from investment professionals to executive leadership. Recent studies have shown that mixed-gender portfolio management teams not only yield superior...

Amplifying female advisers' strengths to drive growth

January 7, 2019

In order to help female professionals build rewarding careers in the financial advice industry, leaders in our space should understand that the model for success for female advisers looks different in some key ways from what we have seen before....

Show employees your commitment to diversity and inclusion from day one

December 15, 2018

Truly diverse companies emerge from the inside out. Corporations such as Comcast, Marriott Hotels and Coca-Cola are fostering communities of professionals from all backgrounds. While no strategy is ever a one-size-fits-all approach, diversity...

Have a plan to encourage diversity at your firm

November 24, 2018

It will be up to advisory firms and professional organizations to do something about the perspectives missing from the financial advice industry, that diverse advisers could bring to clients. Doing so would begin to generate significant gains...

Peggy Ruhlin on steps advice firms can take to improve the female famine

November 17, 2018

When I received my Certified Financial Planner designation in 1986, I was told that only 25% of all CFP® certificants were women. Today, more than 30 years later, women represent just 23% of the CFP® population. How can that be possible? This...

Why wealth management needs more women

November 17, 2018

When I joined Balentine & Co. in 1994, every partner of the firm was male, and the women were either sales associates or assistants. It might seem to have been the status quo, but I soon realized I'd joined a firm that was different. I had direct...

Kara Stein: Recent gains in female leadership aren't enough

November 17, 2018

When I was born in the mid-1960s, my alma mater did not admit women. Seventeen years later, as I walked the hallowed halls of Yale College and, ultimately, Yale Law School, it occurred to me that those halls were decorated with dozens of portraits,...

Some good news about female recruitment in financial advice

November 17, 2018

Whether promoted from within or hired from outside the firm, each of four core advisory positions tracked in InvestmentNews' benchmarking study has seen an uptick in women entrants. It's recently been reported that women are now better educated...

Adviser suffers the challenge of being a disabled woman on Wall Street

November 17, 2018

In late 2009, I watched the foot traffic in the financial district and wondered where the middle-aged professional women in finance had gone. Those women in their St. John suits had all but evaporated. As it turns out, between 2000 and 2010...

From the C-suite with Wealth Consulting Group's Jimmy Lee: Looking for diversity, screening for attitude

October 31, 2018

Diversity and inclusion are baked in to the culture of Wealth Consulting Group, where the importance of diverse opinions and thoughts starts at the top. The advisory firm has long had a focus on hiring staff who are diverse across race, gender...

Next Page »

1 | 2 | 3 | 4

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.