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John Gamboa is chairman of the Community Consumer Defense League, a coalition or organizations working to protect low-income consumers of color. Mr. Gamboa was previously a member of the Federal Reserve Board's Consumer Advisory Council.

Adam Briones is CEO of California Community Builders, a nonprofit public policy organization working to close the racial wealth gap through housing and homeownership.

The St. Louis-based firm has continued its 2023 comeback, enjoying two straight quarters of double-digit revenue growth.

Advisors and brokers rarely put up fights when a former employer comes for loan paybacks as successes are few and far between.

The firms are increasingly seeking to integrate generative artificial intelligence into their products, and banks are potentially interested customers. But such efforts are costly, the risks are high and "they want to make sure that they get it right," experts say.

Eileen O. Pincay, R.Ph., is vice president and national pharmacy practice leader at Segal.

The potential of large language models is vast — but so are the pitfalls if not used ethically and in accordance with industry regulations.

Here's how these three women are advancing financial planning in their communities.

In recent decades, a stubborn savings gap has persisted between white and Black Americans.

More assets, less debt and a new name are among the Canadian asset manager's wealth highlights.