Remove our-commitment inclusion
article thumbnail

Tobias Financial Advisors Receives the 2024 NAPFA Excellence Award

Tobias Financial

We are proud to announce that Tobias Financial Advisors has earned the 2024 Excellence in Diversity, Equity, and Inclusion Award by the National Association of Personal Financial Advisors (NAPFA)! At Tobias Financial Advisors, we believe in the power of diversity to drive innovation and better serve our clients.

article thumbnail

A Question of Ethics: Into the Third Quarter

NAIFA Advisor Today

Additional Examples from Our Code of Ethics to Support Our Clients An event that clearly supports the NAIFA commitment to diversity, equity, and inclusion occurs annually and was held in May at the J.W. This was the NAIFA Talent Development Center’s 8 th Annual Diversity, Equity & Inclusion Symposium.

Ethics 52
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

NAIFA Introduces Innovative “Caring Conversation” Stencil in Collaboration with Asset-Map

NAIFA Advisor Today

This inclusion aims to facilitate advisors in delivering personalized and precise financial planning strategies that account for the complexities of caregiving. Asset-Map, known for its innovative financial planning software, will now feature the “Caring Conversation” Stencil as a part of its platform.

Assets 52
article thumbnail

CEO statement on DEI

SEI

Our leadership is launching a multi-year initiative to continue improving diverse representation throughout our workforce. Nurturing this type of environment for all of our employees is a critical focus for SEI. . . Leadership at all levels is committed to embedding DEI across our entire company. View transcript.

Clients 52
article thumbnail

CEO statement on diversity

SEI

Our leadership is launching a multi-year initiative to continue improving diverse representation throughout our workforce. Nurturing this type of environment for all of our employees is a critical focus for SEI. . . Leadership at all levels is committed to embedding DEI across our entire company. View transcript.

Clients 52
article thumbnail

InvestmentNews Honors Catalina Franco-Cicero for Efforts in Diversity, Equity & Inclusion

Tobias Financial

Tobias Financial Advisors is proud to announce that our Wealth Advisor Catalina Franco-Cicero has been selected by InvestmentNews as a recipient of the Excellence in Diversity, Equity & Inclusion Award for 2022. We are so proud of Catalina and this tremendous recognition of her efforts.

article thumbnail

FARE helps Black financial professionals thrive

Nationwide Financial

FARE was formed with the mission to increase racial diversity, drive greater equity and foster inclusion within the financial services industry and the communities we serve. Based on our initial success and traction, I’m confident we will continue to drive meaningful change.