Financial Planning’s Post

"We're hoping that we are setting an example. … You can be an independently owned 120-person firm. … But you can still step up and do this." Big or small, wealth management companies can improve on diverse talent hiring. Employees at Ballentine Partners, a multifamily office and RIA with over $10 billion of AUM, say their firm can be an example to peers of how smaller independent firms can advance on DEI. Victoria Zhuang reports, with comments by Xavier Ross, Kevin Lipperman and Sheila Chen Lawrence at Ballentine Partners, LLC. Featuring the CFP Board Center for Financial Planning's virtual career fair and 2023 diversity summit. #wealthmanagement #financialadvisors #financialplanning #recruiting #hnw #uhnw #privatewealth #DEI #diversity #RIAs #familyoffices