ASU to receive Charles Schwab scholarship funds aimed at promoting diversity in financial planning

Arizona State University was named as one of seven universities selected by Charles Schwab to receive a portion of its $3.5 million endowment for scholarships aimed at promoting diversity in the financial services industry.

ASU finance expert explains how diversity in financial planning can benefit both firms and employees.

In this story published Feb. 28, 2021, in the Phoenix Business Journal:

“Clients tend to like planners they can relate to. It's important to have people in those positions that the clients want to talk to, work with, and trust. So having a similar background to someone you're trying to attract to your firm can be a big help as well. ”

– Chair and Associate Professor of Finance Laura Lindsey