Don't know where to find diverse talent for your firm? No more excuses — here's everything you need, courtesy of the BLX Internship Program.
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.
A panel of representatives from several firms across wealth management discussed retention strategies at the CFP Board's Diversity Summit.
Despite concerns about corporate DEI efforts in retreat, financial planners at an industry diversity summit rallied to move forward on creating inclusive cultures.
Zenith Wealth Partners will collaborate on regional impact investments with two local nonprofits, highlighting how financial advisors are leading innovations in the field.
The annual event returns with a theme that highlights the significance of inclusion in recruitment and retention efforts for lasting organizational change.
Here's how these three women are advancing financial planning in their communities.
Following a Supreme Court ruling banning race-conscious college admissions, some advisors fear that RIAs will step back from their DEI initiatives.
The journey toward financial clarity can connect investors with their families and expand their financial options into the future.
Data shows that women and people of color embrace hybrid work more than men do. But the trend brings new challenges to creating a more inclusive workplace
