Category: Editors Choice

Stratos Wealth Holdings (Stratos), a family of wealth management firms on a mission to support the development of growth-minded financial advisors across the country, congratulates Kenneth Royster, president, CEO and wealth advisor with First Genesis of Virginia on being one of the 12 Black business leaders featured in Virginia Business Magazine’s special edition on the African American business

“Being Black myself, growing up not necessarily having a ton of financial literacy conversations at the dinner table, I feel it’s important to give that knowledge to clients that look like myself,” he said. McCurdy is an executive director at Manhattan West LLC, an independent minority-owned RIA based in Los Angeles, where he provides tailored wealth management services to

PHILADELPHIA–(BUSINESS WIRE)–Lincoln Financial Network (LFN), the retail wealth management affiliate of Lincoln Financial Group (NYSE:LNC), today announced the appointment of Samantha (Sam) Hunter as Head of Multicultural Markets. In this role, Hunter will focus her efforts on developing and promoting long-term and sustainable programs that help to advance racial equity and inclusion across Lincoln’s distribution

The financial planning industry is overwhelmingly white (and male). Only 1.8% of just over 92,000 certified financial planners identify as Black or African-American, according to data from the CFP Board, the nonprofit group that sets the standards for the CFP credential, the gold standard of individual planner designations. Among those 1,652 professionals, Frank Paré, 58, is widely

Peter Quoie is a Private Client Advisor and Vice President with J.P. Morgan Wealth Management. He is also a member of the Black Leadership Forum, a program that promotes the recruitment, development and retention of Black leadership at JPMorgan Chase. He talked to us about the importance of hard work, financial planning and diversity within

Maurice Jones is the CEO of OneTen, an organization whose goal to see at least 150,000 new Black Americans per year sustainably employed and have that overall number surpass 1 million over the next ten years. While the most junior of positions may require a bachelor’s degree just to be interviewed, Jones cites that over three

Enter “wealth management” and “racial diversity” into a search engine and you’ll see several stories about how efforts to increase representation are falling short of goals. You’ll also see stories about firms launching initiatives and promising “to do better.” This narrative is hardly new.  What is new is that financial advisors Dasarte Yarnway and Emlen

Wes Hall has a message for corporate Canada: there’s still plenty of work to do when it comes to fighting anti-Black racism. This summer will mark two years since Hall led the creation of the BlackNorth Initiative, which challenged companies to step up and address systemic racism and improve diversity in the boardroom and management

For Dawn Harris, the momentum and awareness she feels surrounding matters of race and inequality in the financial services industry is at an all-time high. Harris — a veteran DEI professional who now serves as director of diversity & inclusion for the CFP Board’s Center for Financial Planning — said that kind of energy has been lacking

Today, Dr. Leroy Nunery II, President of Acrisure joint venture Evolution Advisors, presented research to senior staff members for the House Financial Services Committee. The findings were prepared for the American Property Casualty Insurance Association’s (APCIA) inaugural DEI Catalog, which analyzed property casualty insurers’ commitment to diversity, equity, and inclusion in the workforce, on boards,