1. Should diversity be part of clients' portfolios?

    I consider myself a fiscal conservative and a social liberal. As an African-American, I have long been sensitive to issues like racial and gender equality. The last 12 months have been polarizing in America, from the #metoo movement to tiki torch-bearing white nationalists to black lives matter and the NFL national anthem protests. Our national melting pot is looking like anything but.

    Read Full Article
  1. Categories

    1. Members Only:

      Federal Regulation, State Regulation, Vulnerable Adults
    2. General:

      Business Continuity & Succession, Business Development, Education Funding, Financial Planning, FINRA News, Information Technology, Insurance and Risk, Investment Management, Life Insurance, Long Term Care, Organization, Retirement Planning, SEC News, Taxation, Vulnerable Adults, work/life balance