‘Decarcerate’ portfolios: Planner exhorts advisors to help defund mass imprisonment
An advisor whose family has been “irrevocably harmed by police brutality” calls on industry peers and their clients to spark positive change.
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How many black planners? CFP Board will answer upon request
The data on black and Latino advisors helps track the industry’s progress amid nationwide Black Lives Matter protests.
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How did funds with low ESG risk perform over the long term?
The answer is unequivocal, according to one expert.
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Does the financial services industry want minority clients?
Advisor Zaneilia Harris has come to a bleak conclusion.
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