Category: Industry Information
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Media Coverage: Limited Qualified Minority Talent Is a ‘Myth’
From WealthManagement.com: “That certain communities go underrepresented in wealth management because the pool of qualified talent is somehow limited is merely a myth, says BNY Mellon Pershing’s senior managing counsel, Tonia Bottoms. ‘There are qualified diverse candidates today—it’s where you’re looking,’ said Bottoms. ‘We as an industry need to start being engaged from that perspective.’” Read…
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Media Coverage: Overcoming Unconscious Bias in Wealth Management Hiring
From WealthManagement.com:How did wealth management come to be dominated by white males and what is the industry doing to change that? That was the question posed by Jolene Lane, the chief diversity officer and vice president for inclusion and equity at the University of Akron, at the Diversitas: Expanding Diversity in Wealth Management symposium on Tuesday. The…
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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…
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Media Coverage: A Lesser-Known Conference Advancing the Wealth Management Industry
From RIA Intel: “Organizers of a lesser-known wealth management conference taking place next week have extended its registration window through Friday. A record number of people have already registered for the virtual gathering. But it’s important that every college student and financial advisor have a chance to attend if they want to as one could…
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Media coverage: University of Akron to host symposium on diversity in financial planning
From Crain’s Cleveland: “The University of Akron is looking to help increase diversity in a field that traditionally hasn’t had much: financial planning and wealth management. According to a 2019 study from Bella Research Group and the John S. and James L. Knight Foundation, firms owned by women and minorities made up just 1.3% of the $69 trillion…