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Lessons from journalism: Pay your diverse talent
It’s important that we avoid the pay perils of journalism and make good on our promise to help diverse individuals build generational wealth.
See It Be It Role Model: Carlos Muñoz
Carlos Muñoz, who leads the Morgan Stanley team that manages relationships with asset management firms, also heads the Equity Collective, an initiative at the firm that aims to develop the next generation of diverse leaders.
Advisers searching for new and diverse talent should cast a wider net
Building a more diverse workforce solves multiple challenges currently facing the wealth management industry.
Introducing the 2022 Excellence in Diversity, Equity & Inclusion honorees
InvestmentNews is proud to present our fifth annual Excellence in Diversity, Equity and Inclusion Award individual winners and firm finalists. The 15 individuals and 15 firms are superstars when it comes to boosting awareness of the need and the importance of creating a more diverse financial advice profession.
Diversity, Equity & Inclusion 2022 Lifetime Achievement Winner: Eddie C. Brown
As Brown Capital Management has grown, founder Eddie Brown has also seen his appreciation for being able to 'pay it forward' grow as well.
Our industry is not reading the room
Here are 5 steps financial advisers can take to promote diversity, inclusion and belonging.
See It Be It Role Model: Syed Nishat
Nishat and his partner specialize in serving immigrants and first-generation Americans; their firm works with physicians and entrepreneurs who moved to the New York area from all over the world.
See It Be It Role Model: Lawrence Smith
Smith, president of ELS Vision Wealth Management, focuses on helping those in the ‘first generation of success.’
Rising Star: Catalina Franco-Cicero
Franco-Cicero, a wealth adviser at Tobias Financial Advisors, is committed to bringing financial planning and financial literacy to underserved populations.
Rising Star: Pammi Bhullar
Bhullar, who joined Edelman Financial Engines in early 2021 to design and launch its DEI program, said she aims ‘to elevate the voices of all employees.'
See It Be It Role Model: Lee Thoresen
Thoresen, senior counsel for RBC Wealth Management, is an active member of the firm’s Diversity Leadership Council and recently finished two terms as chair of its Multicultural Employee Alliance.
See It Be It Role Model: Mac Gardner
After 20 years as a financial adviser, Gardner decided to pursue his passion for financial literacy and created FinLit Tech, a company with an app that gamifies financial education for grade school students.
See It Be It Role Model: Brandon Dixon-James
Dixon-James set up his own firm, Resilient Wealth Management, in 2013, and says independence lets him pursue his passion for education, which includes volunteering in financial literacy programs for children.
See It Be It Role Model: Ankur Crawford
Crawford, a portfolio manager at Alger and the mother of three children, formed a networking group for women at the firm and for others in investment and finance.
See It Be It Role Model: Marlōn Hall
Hall, a regional vice president at Jackson National Life Distributors, founded the Association for Wholesaling Diversity in 2016.
Rising Star: Peggy Haslach
Haslach, who started working as an adviser in her 50s, specializes in veterinarians and wants to continue serving diverse groups.
Rising Star: Mercy Ameyaw
Ameyaw, director of municipal bond sales at Raymond James, got into financial services after a 17-year military career, and she’s active in the firm’s Veterans Inclusion Network.
See It Be It Role Model: Thomas Dedrick
Dedrick, senior vice president of investments at Raymond James & Associates, worked his way up from the mailroom at Merrill Lynch.
See It Be It Role Model: Angela Ribuffo
Angela Ribuffo, president of Raion Financial Strategies, decided to become an adviser after working as a nurse, teacher, and employee and contractor with the Defense Department.
Financial steps to help close the racial wealth gap
While the Covid-19 pandemic brought financial challenges for many Americans, African Americans and people of color faced more financial emergencies with fewer economic resources.
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