News / Info
Media Coverage: Putting words into action
From Investment News: “Over the past several years, a great deal of ink (virtual and literal) has been spilled in the name of improving representation and participation in the wealth management industry. It’s perilously easy to say the right things in print about how you hope to see our industry evolve. But when those words shift to taking action, it bears note.
That’s why I’m excited to share the news of Diversitas, a free virtual event to be held Tuesday at which leaders from across the wealth management industry will gather to examine practical alternatives to make the industry better represent society.”