Browsing Tag
Diversity Equity and Inclusion (DEI)
27 posts
The Impact Anti-DEI/ESG May Have on Fiduciary Responsibility
To act in the best interests of a client, a fiduciary has a duty to align the client’s goals and objectives with their core values, priorities, and sense of purpose
Moving Away From an ‘Old Boys Club’ to Leading Diversity Initiatives
As many leading companies abandon their DEI strategies, is the retirement plan industry on the same path?
Accessibility to Financial Education Key to Diverse Clients
Survey from Edward Jones finds access to financial education resources is critical for diverse clients
Diverse Investors Lean on Financial Advice
Despite the increased use in financial advice among Black and Hispanic investors, Allianz Life notes advisors can do more to help diverse workers
401(k)s Miss Out on Billions by Not Adding Private Equity, Study Finds
New report says defined contribution plans incorporating PE and real estate investments like defined benefit plans do could add $35 billion a year
CFP Board List Steps to Recruiting and Retaining Diverse Workforces
The CFP Board's report outlines ways firms can create a "culture of retention" for diverse talent
NEPC Finds Over Half of Clients Use Diverse Managers
The latest NEPC DEI Progress Report provides insight into the firm’s strategies in 2022, finding that more clients are implementing DEI strategies and working with diverse managers
Black and Latino Employees Experience Lower Levels of Financial Confidence: Voya
The new survey by Voya examines financial confidence among Black, Latino, Asian and white employees
2023 NAPA 401(k) Summit: Growing a Diverse and Inclusive Network in the Retirement Industry
Panelists discussed how advisors can be more inclusive in their practices to ultimately establish a “belonging” environment
Legislation, Regulation, Litigation Driving Change in 401(k) Plans: Callan
Just-released Callan 2023 Defined Contribution Trends Survey paints detailed picture of challenges and opportunities facing DC plan sponsors