Equality, diversity and inclusion (EDI) initiatives have improved innovation and employee engagement at Chartered Financial Planning firms, according to a survey by the CII.

The Chartered Institute for Securities & Investment, the professional body for Certified Financial Planners, is supporting the charity Girls Are Investors (GAIN)’s national UK Investment Challenge.

Wealth management trade association PIMFA will hold its first Women’s Symposium over two days at a hotel near Heathrow in April.

A major new research report has revealed that white middle class men from higher socio-economic groups are 30 times more likely to succeed in financial services than working class, ethnic minority women.