Schwab and Ariel discuss the results of the Black Investor Survey and calls to action for the advisor community.Read full article
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In this article, John W. Rogers, Jr. discusses his opinions on the importance of hiring more Black advisors as a driver to encourage more Blacks to have financial plans. These opinions were current as of the date of this interview but are subject to change. The information provided in this interview does not provide information reasonably sufficient upon which to base an investment decision and should not be considered a recommendation to purchase or sell any particular security. This material should not be considered an offer for any of the securities referenced. The information contained in the interview is not guaranteed as to its accuracy or completeness.
Past performance does not guarantee future results. Investing in equity stocks is risky and subject to the volatility of the markets. LUMINARIES 2021 criteria additionally includes a demonstrated ability to achieve goals and display ingenuity in terms of creative thinking and problem solving. The nominee’s dedication to furthering the development of advisors and the industry — most notably its ability to serve the best interests of investor clients.