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Leaders talk Diversity, Equity and Inclusion for Advisory Firms at the CNBC FA Summit

As Americans of all backgrounds push for real change, financial advisors are being forced to embrace equity and inclusion as a value proposition or risk becoming irrelevant in an increasingly diverse environment. Consumers, talent, and investors, today, intentionally seek firms that represent their values and cultural preferences. MGO Wealth Advisors' Louis Barajas, 2050 Wealth Partners' Lazetta Rainey Braxton and Sun Group Wealth Partners' Winnie Sun join Sharon Epperson for this DEI-focused panel at the CNBC FA Summit.

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CNBC

Fortune

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