In an effort to stay connected with its communities, clients and prospects, these firms developed out-of-the-box solutions to connect, engage, educate and have some fun.
Advisory firms must make the choice to cultivate cultures that nurture diversity, equity, inclusion and belonging, and implement structures and systems to hold each other accountable, writes Lazetta Rainey Braxton.
After more than three decades in practice, Ron Davidson, who broke down barriers as one of the first Black independent financial advisors, found his successor with the help of LPL’s diversity and inclusion initiative. He retires on April 1.
