JULY 28, 2020

INDUSTRY

Is Anything Working to Improve Racial Diversity in Wealth Management?

Asia Martin

The industry has swiftly issued statements of support for the protesters this week and promises to 'do better' for all. Beyond words, what initiatives in wealth management are actually moving the needle?

INDUSTRY

Resources for Financial Advisors on Systemic Racism and White Privilege

WealthManagement.com Staff

WealthManagement.com created this list of industry-related resources to help financial professionals understand systemic racism and white privilege. It is not exhaustive. Some of the organizations listed take donations.

INDUSTRY

Advisors Fear Backlash For Speaking Out

Asia Martin

Whether it be timidity, fear or concern that their words may not be taken as they intend, many advisors aren't comfortable joining in the national conversation. But staying silent may not be good for business.

COMMENTARY

CAREERS

Office Race: Truths About Being a Black Woman in Wealth Management

Chloé A. Moore

Through all of this dialogue about injustice, I see my wounds, and those of my community, open up once again. Racial trauma is real.

BUSINESS PLANNING

Is Diversity and Inclusion a ‘Nice to Have’ or ‘Must Do’ for You?

Walter Booker

Our profession is overwhelmingly white and male both by design and practice, which means that it needs to change.

INDUSTRY

Standing Together and Doing the Next Right Thing

Dave Welling

We must all find the strength to be better and provide hope to those who are calling us to action, says Mercer Advisors CEO Dave Welling.

PHILANTHROPY

Philanthropy Can Spark Hope and Change

Bruce DeBoskey

In difficult and frightening times, philanthropy can offer a path forward.

EDITOR'S LETTER

INDUSTRY

Diversity and Inclusion in Wealth Management

David Armstrong

Fables of the Reconstruction

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