Tag: DE&I

Tips for Sourcing Diverse Talent in 2022

According to one advisory firm leader who has had success creating a diverse and dynamic team, anyone who says there is a lack of diverse and talented people seeking success in financial services is not making a sufficient effort to find them.

Can the Adviser Industry Make Real DE&I Progress in 2022?

Experts who work on adviser industry diversity, equity and inclusion efforts see reasons for optimism in the New Year, but they are also realistic about the size, scope and deep-seated nature of the challenges they face.

Succession Planning Marketplace Evolves

While plan advisers often discuss the importance of succession planning with plan participants or wealth management clients, they might need to follow their own advice when evaluating plans for their business.