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.
Data & Research February 21st, 2023 Early Years Are Formative for Female Advisers’ Success, Survey Shows Female advisers reported needing up to 10 years of experience to feel confident in their profession.
Client Service February 14th, 2023 Bridging the Racial Retirement Gap: A Conversation With Spencer Williams The CEO and president of the Retirement Clearinghouse talks about his decades-long project with Bob Johnson to implement 401(k) auto-portability.
Practice Management February 14th, 2023 DE&I Initiatives: Are They Working? Retirement advisory firms have been working to implement diversity, equity, and inclusion programs for years, but have they been effective?
Practice Management February 14th, 2023 DE&I in a Hybrid World Women, parents, and people of color are opting in to remote work at higher rates than their peers, but some...
In Practice February 8th, 2023 Panel: False Ideas About Financial Advisement May Be Limiting Diversity A panel of financial professionals said misunderstandings about educational requirements or beliefs that the industry does not serve all communities...
In Practice February 7th, 2023 Financial Sector Faces Growing Return-to-Work Gender Gap New research among financial service and insurance companies reveals women’s careers are more at risk as workplace flexibility begins to...
In Practice February 4th, 2023 Investment Firms With $11.2 Trillion AUM Sign CFA Diversity Code Over 100 investing firms including Callan, Northern Trust Asset Management, and Nuveen pledged to boost DEI and track their progress.
In Practice January 30th, 2023 CFP Restructures To Boost Diversity in Financial Advisement The CFP Board is creating a new entity to advance financial planning as a career; separately, Broadridge’s Fi360 is funding...
In Practice January 12th, 2023 Milken DEI Strategy Shows Asset Managers How to More Reflect Investors Milken Institute report argues for enhancing DEI in the finance industry, lays out strategies.
Deals & People December 19th, 2022 Lori Lucas Will Retire as Head of EBRI The CEO of nearly five years will turn to fiction writing in 2023, leaving a remarkable legacy at EBRI.
Deals & People December 5th, 2022 Retirement Industry People Moves DWS names head of alternative investing; WTW appoints head of data intelligence; Mercer acquires $5B RIA; and more.
In Practice November 21st, 2022 Financial Firms Looking to HBCUs, “Pipeline” Programs to Bolster Diversity Two new programs focus on advancing diversity in the financial management space by working with historically black colleges and students.
Trends Talent Management Trends Firms are rethinking strategies, with a focus on serving more diverse clients.
In Practice October 20th, 2022 Know Where the Puck Will Be Advisers discussed three areas of focus to position practices for the future.
Data & Research September 22nd, 2022 Mentorship Is Key to Success for Attracting Diverse Associates An Edward Jones study finds that most in the advisory community believe seeking out a mentor is the most important...
In Practice August 8th, 2022 Verus Commits to CFA Institute DEI Code The purpose of the code is to include wide-ranging viewpoints from the best talent, create better working environments and generate...
Practice Management June 2nd, 2022 Building Practice Culture: Showing You Care As a practice leader within Morgan Stanley, Dan Becraft says it is a critical part of his job to help...
Client Service April 11th, 2022 Introducing the 2022 PLANADVISER Vision Awards With the inaugural edition of the award, we recognize WIPN—WE Inspire. Promote. Network.—and Bradford Campbell, partner at Faegre Drinker and...
Practice Management February 18th, 2022 Industry Inclusion and the Role of Informed Mentorship One lesson about mentorship can be summed up by a quote from the tennis great Billie Jean King; she says...