BLX Internship's supply and demand problem is one worth celebrating
The program that aims to place the next generation of underrepresented advisors with fee-only firms is literally overflowing with talent.
Source: financial-planning.com
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BLX Internship and eMoney to get tech into the hands of Black and Latinx advisors early
Participants in the internship program now have access to software and certifications at no additional cost.
Source: financial-planning.com
Internship organization Inroads sees "sea change" on racial equity
Inroads CEO Forest Harper and other organizers of new internship and training programs insist a long-term shift is now possible.
Source: financial-planning.com
Schwab RIA benchmarking study tracks incredible growth
Schwab Advisor Services says many advisory firms have yet to deploy some documented best practices to boost their business.
Source: financial-planning.com
Are Advisors Really Doing Something about Diversity?
Are Advisors Really Doing Something About Diversity? The road to real change in advisory firms calls for a full-court commitment. A small number of RIAs are moving past lip service. After the killing of George Floyd last summer set off protests across the country about police treatment of Blacks and systemic racism, Brent Kessel posted a heartfelt message about his firm’s support of the demonstrations. But, even though it had started working on racial diversity issues two years before, he knew he had to do more. “I stepped in to take over leadership of our strategy,” says Kessel, ...
Source: wealthmanagement.com