Wealth and Asset Management
Wealth management firms are doubling down on efforts to make their advisor ranks more diverse. Here are the strategies they’re using
When it comes to gender or racial diversity, the wealth management industry falls woefully short. Just about 23% of certified financial planners were female as of 2020, while less than 4% were Black or Latino, according to the CFP Board, which certifies planners. Executives from Morgan Stanley and Northwestern Mutual…
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