[CB3] Tertiary Banner (CORRECT)

Representation Insights and Resources

As the financial services industry evolves and changes, stay informed on how The College aims to lead advancements in diversity, equity, and inclusion.

ab3 resource grid
110 Results
Shares Podcast Logo
heart icon click to save

Practice Management Representation Wealth Management | Podcasts

The Power of Coordinated Planning

By Lindsey Lewis

October 28, 2024

Skyline of downtown Atlanta at sunset
heart icon click to save

About The College Representation | Insights

Steps to Strengthen Our Alumni Network

September 09, 2024

knowledge hub
heart icon click to save

Representation | Insights

Congratulations to our 2023 LPL Financial Scholarship Awardees

By Joellen Meckley, Lindsey Lewis

December 12, 2023

Military servicemen standing in a line holding the flag
heart icon click to save

About The College Representation | Insights

Service, Selflessness, and Sacrifice: 2024 Military Summit Highlights

September 20, 2024

LGBTQ couple speaking with advisor
heart icon click to save

Representation | On-Demand Webcasts

Pride: Financial Planning Considerations for Your LGBTQIA+ Clients

July 13, 2023

InvestmentNews Women Advisor Summit Panel
heart icon click to save

Representation | Insights

Women Working in Wealth℠ on the Road for Women's History Month

By Lindsey Lewis

June 14, 2024

CAAFP 2025 main stage
heart icon click to save

Practice Management Representation | Insights

On the Pulse of the Profession: Insights from CAAFP 2025

September 09, 2025

Military dad and his son playing
heart icon click to save

Representation | Insights

Military Appreciation Month

June 12, 2024

Gen Z, financial services, survey, research
heart icon click to save

Representation | Insights

Generation Z Employment Insights Survey

By Alisha Cook

June 14, 2024

Shares Podcast Logo
heart icon click to save

Representation | Podcasts

How Diversity Enhances Financial Services

By Lindsey Lewis

October 14, 2024

Shares Podcast Logo
heart icon click to save

Representation Practice Management | Podcasts

Empowering Clients Through Financial Planning

By Michael Finke

March 11, 2025

Diverse group of young professional standing in a circle talking
heart icon click to save

Representation | Insights

Molding the Next Generation of Financial Services

January 16, 2026

Attendees listening to a session at ASNP conference
heart icon click to save

About The College Representation | Insights

Cultivating a Community of Commitment

December 23, 2024

CAAFP 2023 logo
heart icon click to save

Representation | Insights

CAAFP 2023 Focuses on Reclaiming Black Wealth

October 16, 2023

Margaret Bradshaw portrait
heart icon click to save

Representation | Insights

Women Making History

March 29, 2024