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Diversity, Equity & Inclusion

As the financial services industry evolves and changes, stay informed on how The College aims to lead advancements in diversity, equity, and inclusion.

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64 Results
Black American woman interviewing for a job
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Diversity, Equity & Inclusion | Insights

Career Pathways in Financial Services: An Introduction for Black Americans

November 09, 2023

WWiW workbook image
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Diversity, Equity & Inclusion | Insights

Women Working in Wealth℠ Workbook

September 25, 2023

WWiW 2023 ward Winners
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Diversity, Equity & Inclusion | Insights

Introducing the 2023 Women Working in WealthSM Award Winners

March 08, 2023

LGBTQ couple speaking with advisor
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Diversity, Equity & Inclusion | On-Demand Webcasts

Pride: Financial Planning Considerations for Your LGBTQIA+ Clients

July 13, 2023

Service woman consulting with an advisor
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Diversity, Equity & Inclusion | On-Demand Webcasts

A Soldier Citizen Recipient's Perspective—Value of Military Members to the Financial Services Industry

January 17, 2024

DEI Disruption
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Diversity, Equity & Inclusion | Insights

The Long Game to Diversify an Industry

March 17, 2023

knowledge hub
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Diversity, Equity & Inclusion | Insights

Congratulations to our 2023 LPL Financial Scholarship Awardees

By Joellen Meckley, Lindsey Lewis

December 12, 2023

WWiW Attendee Group Photo
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Diversity, Equity & Inclusion | Insights

2023 Women Working in Wealth SummitSM

March 10, 2023

George Nichols with FinServe DE&I panel
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Diversity, Equity & Inclusion | Insights

FinServe Network Advisors Highlight Practical Ways to Boost Diversity

April 18, 2023

CAAFP 2023 logo
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Diversity, Equity & Inclusion | Insights

CAAFP 2023 Focuses on Reclaiming Black Wealth

October 16, 2023

WWIW group standing in front of Fearless Girl statue
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Diversity, Equity & Inclusion | Insights

The Future of the Women Working in Wealth Community

By Lindsey Lewis

December 12, 2023

Generational black family meeting with financial advisor
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Diversity, Equity & Inclusion | On-Demand Webcasts

The Multi-Generational Wealth Planning Challenges That Face Your Clients

March 07, 2024

Knowledge Hub Teaser Image
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Diversity, Equity & Inclusion | Research

Advisors’ Perceptions of Success Study

July 21, 2022

Knowledge Hub Teaser Image
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Diversity, Equity & Inclusion | Research

Black Women, Trust and the Financial Services Industry

November 09, 2021

Joellen Meckley headshot
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Diversity, Equity & Inclusion | Insights

Combining Forces: Stronger Together

By Joellen Meckley

December 12, 2023

knowledge hub
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Diversity, Equity & Inclusion | Insights

Congratulations to our 2023 Ameritas Scholarship Awardees

By Joellen Meckley, Lindsey Lewis

December 12, 2023

64 Results
Black American woman interviewing for a job
heart icon click to save

Diversity, Equity & Inclusion | Insights

Career Pathways in Financial Services: An Introduction for Black Americans

November 09, 2023

WWiW workbook image
heart icon click to save

Diversity, Equity & Inclusion | Insights

Women Working in Wealth℠ Workbook

September 25, 2023

WWiW 2023 ward Winners
heart icon click to save

Diversity, Equity & Inclusion | Insights

Introducing the 2023 Women Working in WealthSM Award Winners

March 08, 2023

LGBTQ couple speaking with advisor
heart icon click to save

Diversity, Equity & Inclusion | On-Demand Webcasts

Pride: Financial Planning Considerations for Your LGBTQIA+ Clients

July 13, 2023