Category: Editors Choice

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

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

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

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

Today, Dr. Leroy Nunery II, President of Acrisure joint venture Evolution Advisors, presented research to senior staff members for the House Financial Services Committee. The findings were prepared for the American Property Casualty Insurance Association’s (APCIA) inaugural DEI Catalog, which analyzed property casualty insurers’ commitment to diversity, equity, and inclusion in the workforce, on boards,

It’s hard to believe we are already in March, which is Women’s History Month, and this coming week, on March 8th, we’ll be celebrating International Women’s Day. This month and day are always important for our team at HerMoney, but this year, they’re just hitting a little differently.  We know that in 2020 alone, women

NEW ORLEANS – Black-owned financial services firm JECohen & Co., which is celebrating its seventh anniversary this year, has been steadily diversifying its wealth management offerings.  In 2018, JECohen Realty acquired 714 Canal Street in New Orleans. In 2021, the firm purchased 263 Third Street along with four other properties in Baton Rouge. After leading

Black Americans are missing out on a $68 trillion wealth transfer due to a significant lack of estate planning and financial literacy. According to Finurah, an analysis of high and ultra-high net worth markets conducted by the consulting group Cerulli Associates, shows by 2047, trillions of dollars will be passed down to younger generations. However, due to the

In honor of February being Black History Month, we look at some of the successes and the challenges faced by Black-owned businesses, firms, and support groups In the Summer of 2020, the 50 largest U.S. public companies pledged $49.5 billion to address systemic racism. However, according to news reports this effort has fallen short. Based on data