Talk is Cheap: What HBCUs Can Teach Us About the Future of Planning

Post on October 01, 2018

The planning industry will soon have a big demographic problem on its hands. But it’s not the one it has actively been preparing for.

The lack of diversity in the traditional RIA model is a weakness that challengers are already exploiting: According to a 2017 study by the industry consultancy Corporate Insight, customers seeking financial advice online are more likely to be younger and nonwhite (identifying as African-American, Latino or Asian) when compared with other investors.

Click here to read the full article...