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In recent decades, a stubborn savings gap has persisted between white and Black Americans.
August 10 -
The firm could be roasted on the coals of its own publicly shared goals for increased hiring and support for diverse advisors, as well as its internal data that allegedly tracks related metrics.
April 13 -
In a session at the industry trade group’s conference, planner Lazetta Rainey Braxton connected racial and financial literacy.
July 27 -
Many White Americans are retiring because they can afford to, while Black Americans are forced to stop working by health problems or a disability.
June 14 -
"Looking at boards, leadership representation, diversity representation and other indicators can guide advisors to consider investing in companies that align with their clients’ objectives," writes Eve Ellis.
June 6The Matterhorn Group at William Blair Private Wealth Management -
The company didn’t look into the incident carefully before firing Amy Cooper the following day, the suit says.
May 27 -
This moment has revealed an urgent need for rigorous frameworks that enable the comparison of companies’ performance against racial justice indicators, Earl Carr writes.
May 22CJPA Global Advisors -
The advisor, who is Egyptian American, lost most of his client accounts to a white rep who poached them with support from management, a new lawsuit claims.
May 20 -
With Edward Jones poised to settle a racial discrimination class action for $34 million, what does the case say about the state of diversity and inclusion in wealth management?
May 12 -
Brokerage powerhouse commits to a reform program to expand opportunities for advisors of color.
March 29