Both responding to and reflecting the times, leaders at major financial services organizations are growing increasingly vocal about the importance of cognitive and cultural diversity on a team’s long-term performance.
There are a few surprisingly common things advisers do that really alienate this key market segment.
Because of its fundamental importance to American lives and livelihoods, panelists agreed, the workplace is the right place to nurture diversity and inclusion; they also agreed the adviser industry has a whole lot of work to do.
Individuals and teams interested in being considered for PLANADVISER’s 2021 Top 100 Retirement Plan Adviser designation should complete our short registration form by Wednesday, September 9. This first step only takes a moment, so don't wait!
One silver lining in the coronavirus pandemic has been a rethink of the need for certain business travel; many who used to travel extensively across the country are welcoming videoconferencing.
Coinciding with the publication of a new survey showing women regularly feel patronized by financial advisers, New York Life Investments has launched a program to help advisers better serve women in their client base.