Stubbornly persistent differences between white and Black households' income and assets present financial advisors with the big-picture implications of their work.

Too many clients are having important conversations with financial planners who don't share a similar background. That needs to change.

LeCount Davis was the first African American to earn wealth management's "gold standard" of certifications. Today he's helping others do the same.

Though she is widely considered the first African American woman to be a stockbroker, some blurriness surrounds what is known about the rest of her life story.

She mixed outspoken activism with business pragmatism, launching a bank that helped hundreds of African Americans buy homes in her longtime community.

Inspired by the examples of his grandmother and his mother, the Houston fixed-income legend launched one of the largest Black-owned investment management firms.

Yesterday's historic "firsts" blazed a trail for those of today — with a moral and business imperative for the industry to learn from these five figures' examples.

White Americans still have twice as much retirement wealth as savers of color, research shows. Here's what experts recommend to shrink the gap.

The profession displays a stunningly high rate of attrition in the first year. Here's how wirehouses and regional brokerages must try to change with the times.

The co-founder of an internship program pairs aspiring financial planners and career changers with financial firms looking to widen their talent pools.