Day: April 3, 2022

What Black History Month means to four Black advisors

Jacqueline ‘JaQ’ Campbell  CEO and senior wealth advisor  Alexander Legacy Private Wealth Management, a part of Carson Group Network What does Black History Month mean to you?   Black History Month means that I have been released to go after my destiny!  I am blessed to have a birthday at the start of Black History Month, …

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Stratos-Affiliated First Genesis of Virginia President and CEO Kenneth Royster Recognized for Commitment to Black Community Empowerment and Development of Intergenerational Wealth by Virginia Business Magazine

Stratos Wealth Holdings (Stratos), a family of wealth management firms on a mission to support the development of growth-minded financial advisors across the country, congratulates Kenneth Royster, president, CEO and wealth advisor with First Genesis of Virginia on being one of the 12 Black business leaders featured in Virginia Business Magazine’s special edition on the African American business …

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Justin McCurdy Educates Athletes on Financial Literacy

“Being Black myself, growing up not necessarily having a ton of financial literacy conversations at the dinner table, I feel it’s important to give that knowledge to clients that look like myself,” he said. McCurdy is an executive director at Manhattan West LLC, an independent minority-owned RIA based in Los Angeles, where he provides tailored wealth management services to …

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Lincoln Financial Network Strengthens Commitment to Diversity and Inclusion with New Head of Multicultural Markets

PHILADELPHIA–(BUSINESS WIRE)–Lincoln Financial Network (LFN), the retail wealth management affiliate of Lincoln Financial Group (NYSE:LNC), today announced the appointment of Samantha (Sam) Hunter as Head of Multicultural Markets. In this role, Hunter will focus her efforts on developing and promoting long-term and sustainable programs that help to advance racial equity and inclusion across Lincoln’s distribution …

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Frank Paré talks diversity, institutional change and those sensitivity training videos

The financial planning industry is overwhelmingly white (and male). Only 1.8% of just over 92,000 certified financial planners identify as Black or African-American, according to data from the CFP Board, the nonprofit group that sets the standards for the CFP credential, the gold standard of individual planner designations. Among those 1,652 professionals, Frank Paré, 58, is widely …

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EXCLUSIVE: MAURICE JONES, CEO OF ONETEN DISCUSSES HIS DREAM OF MORE BLACK CEOS IN CORPORATE AMERICA

Maurice Jones is the CEO of OneTen, an organization whose goal to see at least 150,000 new Black Americans per year sustainably employed and have that overall number surpass 1 million over the next ten years. While the most junior of positions may require a bachelor’s degree just to be interviewed, Jones cites that over three …

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How These 2 Black Advisors Are Working to Change the ‘Complexion of Wealth’

Enter “wealth management” and “racial diversity” into a search engine and you’ll see several stories about how efforts to increase representation are falling short of goals. You’ll also see stories about firms launching initiatives and promising “to do better.” This narrative is hardly new.  What is new is that financial advisors Dasarte Yarnway and Emlen …

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BlackNorth’s Wes Hall says pace of getting more Black leaders on boards is falling way short of expectations

Wes Hall has a message for corporate Canada: there’s still plenty of work to do when it comes to fighting anti-Black racism. This summer will mark two years since Hall led the creation of the BlackNorth Initiative, which challenged companies to step up and address systemic racism and improve diversity in the boardroom and management …

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10 stories about race, diversity and inclusion from Black History Month 2022

For Dawn Harris, the momentum and awareness she feels surrounding matters of race and inequality in the financial services industry is at an all-time high. Harris — a veteran DEI professional who now serves as director of diversity & inclusion for the CFP Board’s Center for Financial Planning — said that kind of energy has been lacking …

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