Marilyn Booker claims in her lawsuit that senior leaders at Morgan Stanley refused to adopt her plan to address racial bias at the firm and instead terminated her.
Robert Larkins, a managing director at Raymond James, and his wife, Lisa Alexander, confronted a protester stenciling “Black Lives Matter” in chalk outside his own San Francisco home.
Whether it be timidity, fear or concern that their words may not be taken as they intend, many advisors aren't comfortable joining in the national conversation. But staying silent may not be good for business.
WealthManagement.com talked to Creative Planning CEO Peter Mallouk about why his firm had no need for a PPP loan and how he plans to increase employee diversity at one of the nation's largest independent RIAs.