When Lucy Yu was 7 years old, she told her mom she wanted to retire and open a bookstore one day. She’d always loved reading and, as the only child raised primarily by her single mother who immi...
Tag: Social diversity
A lack of diversity still persists in the financial planning industry
SDI Productions | E+ | Getty Images Financial planning — and the financial services industry, more broadly — has long been an arena of predominantly white men. Industry leaders have been working to bo...