In 2020, the House Financial Services Committee in conjunction with the Diversity and Inclusion Subcommittee, sought to gather data from 44 of the biggest banks in the U.S. to..
As financial advisors, many of us likely recommend a diversified portfolio to our clients. We do so for a variety of reasons, but one of the most important is the inherent risk of..
Over the last 20 years, I've had my fair share of meetings with advisors who've been reluctant to work with another recruiter, having been stung by one in the past. I understand;..
Talking about diversity in financial services isn't anything new. Whether we're focusing on gender, race, socioeconomic backgrounds - diversity has been the gorilla in the room..
If you visit the home page of your favorite industry news publication right now, you're likely to see a story announcing a significant merger or acquisition. The M&A activity is..