Search Results

Market Insights

Companies battle worker burnout to meet diversity pledges

Emily Payne | May 27, 2021

Black workers report higher rates of burnout and depression, creating a new issue for employers trying to improve their workforce diversity.

Q&A

'A more human workplace:' How companies can improve their inclusion efforts

Emily Payne | May 27, 2021

Dr. Meisha-Ann Martin, director of people analytics at Workhuman, shares some advice for companies transitioning to the 'new normal.'

Conversation

Take it or leave it?

Paul Wilson | May 27, 2021

In our 'new normal,' what elements from the past year are brokers ready to toss, and what's going to stick around?

Commentary

Why more women and people of color should consider becoming financial planners

C.J. Marwitz | May 27, 2021

Joining the financial planning profession opens the door to a range of job possibilities that cater to a diversity of perspectives and interests.

Commentary

What you need to know about Biden's capital gains tax plan

C.J. Marwitz | May 26, 2021

Here's what the president is proposing and how advisors can help clients reduce or avoid capital gains taxes.

News

8 top enforcement trends FINRA's watching now

C.J. Marwitz | May 26, 2021

Bad actors still lie, cheat and steal, but their methods have changed — and so have FINRA's enforcement tactics.

George Floyd anniversary: One year later, has anything changed?

Paul Wilson | May 26, 2021

In last year's August cover story, "Long Hard Road," we spoke with various members of the industry about what they were seeing and their hopes and expectations for the future. We recently checked back in with Felipe Barganier and Desiree Coleman to get their perspectives on where things currently stand.