PGIM Names Sancia Dalley Managing Director of DEI
She will oversee HBCU investment strategy.
Tag: diversity and inclusion
How Advisers Can Help Close the Wealth Gap
Panelists at the CFP Board’s Diversity Summit provided insights into how financial planners and advisers can reach disadvantaged communities.
Breaking Barriers: Reimagining How to Attract, Retain Women in Finance
It’s a well-known and widely discussed fact: Women are significantly underrepresented in the financial adviser community. How can we change...
IRI Releases DEI Best Practices for Talent Acquisition
Christina Brady, the IRI’s COO, says the publication is a result of considerable discussion across 2022 and 2023.
Publisher’s Note
Why the Winners
In May , we hosted our second annual PLANADVISER Industry Leader Awards; it was an evening honoring people across the...
Vanguard’s ESG Support Half That of BlackRock, State Street
Of a sample of shareholder proposals linked to ESG, Vanguard opposed almost three-quarters.
House Reintroduces Bill Calling for Diversity Disclosure
SIFMA supports passage of the bill that would require publicly listed firms to disclose the gender, ethnic and racial composition...
CFP Board Outlines Best Practices to Retain Diverse Talent
A report on ‘creating DEI-driven culture’ encourages firms to articulate a vision, ensure equitable hiring and offer leadership development.
Black, Latino Workers Lag Behind in Retirement Saving
A Voya study finds added financial challenges reduce plan participation, savings rate and average balances for Black and Latino employees.