Practice Management April 11th, 2024 Fiduciary Training for Female Advisers An initiative led by OneAmerica’s Sandy McCarthy and Broadridge seeks to advance the careers of more women in an industry...
Client Service April 1st, 2024 DEI Efforts Help Industry Serve Shifting Demographics, Client Needs Experts say diverse teams can help improve client service and business needs.
Practice Management April 1st, 2024 Moving the Needle on DEI in Financial Services Mitigating the wealth gap and recruiting diverse talent go hand in hand when promoting inclusion in the retirement advisory industry.
Practice Management April 1st, 2024 WIPN Connects Women in Retirement Sector With Male Sponsors The retirement group launched an ally program after finding that active connections and recommendations had a bigger impact on women’s...
Data & Research February 28th, 2024 Employee Well-Being Differs Significantly by Demographic Gender, race, income and age all shape the well-being of employees and should be taken into account when designing workplace...
Data & Research February 6th, 2024 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.
Deals & People November 22nd, 2023 PGIM Names Sancia Dalley Managing Director of DEI She will oversee HBCU investment strategy.
Compliance November 10th, 2023 How Advisers Can Help Close the Wealth Gap Panelists at the CFP Board’s Diversity Summit provided insights into how financial planners and advisers can reach disadvantaged communities.
Compliance September 7th, 2023 House Republicans Look to Repeal DOL Rule Permitting ESG in Retirement Plans As the House of Representatives returned this week, it wasted no time proposing new bills targeting ESG investing.
In Practice August 21st, 2023 Plan Adviser Industry Needs to Adapt to Get Younger, More Diverse A panel of top advisers discusses how to shake up the typical hiring channels, and even how the industry is...
Products August 16th, 2023 Adviser Product Partnerships Asure taps Vestwell to offer clients 401(k) benefit; NFP hires Ascend for insurance billing platform; NAIC and U.S. Bancorp partner...
In Practice July 18th, 2023 IRI Releases DEI Best Practices for Talent Acquisition Christina Brady, the IRI’s COO, says the publication is a result of considerable discussion across 2022 and 2023.
Practice Management July 3rd, 2023 Best Practices for Scaling a Retirement Advisory Firm Growing a practice isn’t easy, especially amid a tight labor market. What are some best practices in growing a retirement...
Data & Research June 20th, 2023 Vanguard’s ESG Support Half That of BlackRock, State Street Of a sample of shareholder proposals linked to ESG, Vanguard opposed almost three-quarters.
Data & Research May 24th, 2023 Custom Programs Can Reduce Black, Hispanic Employees’ Financial Stress Targeted coaching for Black and Hispanic employee resource groups led to reduced financial stress for workers, according to Financial Finesse.
In Practice May 23rd, 2023 CFP Board Outlines Best Practices to Retain Diverse Talent A report on ‘creating DEI-driven culture’ encourages firms to articulate a vision, ensure equitable hiring and offer leadership development.
Deals & People May 11th, 2023 Announcing 2023’s Plan Adviser of the Year Award Winners Adviser firms in six categories were honored at a dinner in New York Wednesday night.
Data & Research April 27th, 2023 Black, Latino Workers Lag Behind in Retirement Saving A Voya study finds added financial challenges reduce plan participation, savings rate and average balances for Black and Latino employees.
Products April 20th, 2023 Investment Product and Service Launches MassMutual announces fund investing in diverse-led businesses; Pacific Life offers variable universal life product; and more.
Data & Research February 23rd, 2023 CAPTRUST Survey Shows Nonprofits Ignore Benefits of Select Investments New research shows organizations often overlook alternative assets, ESG and DEI.