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Merrill wealth head wins DEI award from AAAA | Financial Planning

'The face of wealth is changing,' Sieg said, calling Black talent important to winning business from the fast-growing Black wealthy. ....

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How wealth conversations can help reduce the racial gap

A nuanced conversation among Black experts from across the financial services displayed how advisors can play a pivotal role. ....

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Quad-A Vision draws hundreds of Black financial advisors

With big-name sponsors such as J.P. Morgan, LPL, Merrill Lynch and others, the event adopted a theme this year of being "reunited" together after the pandemic. ....

New York , United States , Jewel Waller Davis , Alleson Tate , Raymond James , Christian Nwasike , James Brewer , Goldman Sach Ayco , Rianka Dorsainvil , Gerald Loftin , America Merrill , Edward Jones , Lazetta Rainey Braxton , Rickie Taylor , Klee Bethel , Keith Henry , Araya Mesfin , Tobias Salinger , Lecount Davis , Jp Morgan Chase , Commonwealth Financial Network , Association Of African American Financial Advisors , Hyatt Regency Hotel , Wells Fargo , African American Financial Advisors , Chairman Christian Nwasike ,

CFP Board Center for Financial Planning Announces 2022 Diversity Summit & Virtual Career Fair Agenda

WASHINGTON, Aug. 25, 2022 /PRNewswire/ The CFP Board Center for Financial Planning ( Center ) announced today the agenda for its fifth annual D. ....

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CFP Board Center for Financial Planning Announces 2022 Diversity Summit & Virtual Career Fair Agenda

/PRNewswire/ The CFP Board Center for Financial Planning ("Center") announced today the agenda for its fifth annual Diversity Summit and Career Fair. The. ....

United States , Dan Moisand , Lindsay Hans , Thao Truong , Audra Bohannon , Leslie Tabor , Hardie Langston , Blair Smith , Conrad Hilton , Kevin Keller , Kate Healy , Soledad Obrien , Kevinr Keller , Lecount Davis , Financial Planning Center , Milken Institute , Advisory Services Business Consulting Education , Certified Financial Planner Board Of Standards Inc , Inclusion Community Stewardship , Charles Schwab Advisor Services , Board Center , Financial Planning , Diversity Summit , Career Fair , Financial Planning Profession , Arlan Hamilton ,