Workplace culture

Social media has definitely made financial advice more accessible, but that doesn't necessarily mean it's all good advice.

With a warning that spoiler alerts are plentiful, FP asked professionals for their thoughts on the hit series and found many parallels with common industry issues.

Marguerita Cheng's career path highlights the barriers many women and minorities face in wealth management – and how to push through them.

Financial advisors who work with their loved ones say the setup comes with its own particular benefits and challenges.

Jeffrey L. Bowman, co-founder and CEO of Reframe, explains why companies are struggling to stay committed to their DEI efforts.

A planner and her son who works in real estate investing discuss the connection between excelling on athletic fields and in financial professions.

A behavioral science researcher and an HBCU planning professor gave financial advisors tangible steps that can alter the industry's legacy of exclusion.

Exclusive Arizent research found that more than 95% of employees think they have something to learn from people who are different from them. But only 66% think that diverse companies make better decisions. We explore the disconnect.

A new study found high rates of stress among professionals in the field, which is adjusting to a growing focus on work-life balance for employees.

Sexual assaults, lurid propositions and a sex tape pack the latest filings in a class action against Goldman Sachs. But it's a boss's comment about his assistant's engagement ring two decades ago and a woman who complained an executive checked her out that have set off an especially bitter dispute in the case.

The firm terminated the longtime financial advisor. But experts say that isn't always a best practice, and many female professionals continue to report abuses.

With so much uncertainty about what the future of work looks like, it is immensely valuable to be grounded in a set of shared beliefs.

In conversation with Patti Cook, CEO of Finance of America Companies

Join Maggie Kimberl, President of the Bourbon Women Association for a peek behind the scenes of the bourbon industry. Learn more about the women that are rising in the male-dominated spirits sector, the proper bourbon tasting technique and a little bit of the history of bourbon.

Louis Barajas and David Russell discussed their views on how wealth managers can work with and hire more Black and Hispanic advisors and clients.

Bessant & Erdoes: In conversation

In this fireside chat, Ida Liu, the global head of Citi Private Bank, covers a range of topics, including how digital client engagement is evolving.

What else do banks need to do to achieve gender parity more quickly? What are the tech innovations that will be most impactful for the banking industry? What will the surviving banks look like a decade from now?

Experts discuss the proliferation of chief diversity officers across the industry and what it may mean for future progress in diversity.

Take an inside look at leading issues in financial and social inclusion with an industry expert.