Grassroots financial literacy starts with underserved populations — including Hispanics and Native Americans – and builds momentum with potential clients from those communities, too.
Firm Awards
Organizations that are making strides in diversity, equity and inclusion with formal programs; by cultivating cultural practices; or both, qualify as finalists in the 2023 Excellence in Diversity, Equity & Inclusion Awards. Winners will be announced May 10 at the InvestmentNews 2023 Diversity, Equity and Inclusion Summit and Award event.