Trends
Career Mentor or Advocate?
Underrepresented groups are advancing in financial services, but what helps the most is having a workplace advocate—someone to champion their abilities when they’re not in the room.
Reported by John Manganaro
To access this premium content, please sign up for a free account!
You Might Also Like:
SageView Names New CFO, Adds Chief Growth Officer
The advisory announced two C-suite hires to prepare for the “next stage of growth strategy.”
7 Steps to Further Diversity in Asset Management
A Milken Institute financial markets director lays out the firm’s plan to improve diversity in asset management.
CFP Board Approaches 100,000 Certified Professionals
The number of CFP professionals reached an all-time high of 98,875, with 2023 marking the most diverse class to date.