Special Program Root Tag

Collectively, the brokers generated $167 million in annual production and oversaw $37 billion in combined client assets.

These elite producers in some cases operate far from Wall Street, even as they work for well-known wealth managers such as UBS, Merrill Lynch and Ameriprise.

The top 20 more than doubled the gains of their fixed-income industry peers.

“I diverged from the generic ‘dialing for dollars’ path to advancement and set out to learn from entrepreneurs and leaders from books,” writes advisor Chip Munn.

Just like the industries that they cover, the lack of Black representation among news outlets acts as a barrier against understanding and eliminating systemic racism.

Join Jim McKelvey, co-founder of Square as he offers his insights into where the Fintech industry is headed next year. Will a Biden administration insist on greater regulation? What will happen in the cryptocurrency markets? What will be the big IPOs in the sector? Will GooglePlex make a big splash? What new technologies or applications should we be expecting?

The flow of assets and capital in manager selection, municipal bonds and business and mortgage capital reveals forms of systemic racism that often get overlooked.

The hurdles faced by Black professionals who break into the financial services belie the notion that their small numbers at the industry’s top ranks are a pipeline problem.

Opening a bank or investment account — or even securing employment in a racism-free workplace — is out of reach for many Black Americans.

While many companies and organizations try, diversity and inclusion efforts within the financial services have generally failed. What needs to be done in order to succeed? Join us for a panel discussion featuring guests from the Access Denied: Systemic Racism in Financial Services podcast.

Know a talented young advisor? Now’s your chance to nominate them for our annual rankings.

In the first episode of the five-part documentary series, we look at how disparities in net worth and mortgage discrimination impact Black home ownership — and why it's impossible to close the gaps without attacking systemic racism.

This five-part series is a comprehensive effort to explain the racial discrimination Black Americans face in our financial system.

From pervasive discrimination at work to the dangers of #BankingWhileBlack, Black people in America face serious hurdles when engaging with the financial services. Join us for a panel discussion featuring guests from the upcoming Access Denied: Systemic Racism in Financial Services podcast.

Despite tangible evidence dispelling that it's hard to find Black talent, the financial services have yet to crack the code when it comes to building a representational workforce. But is it a sufficient solution on its own?

Jane Fraser, President of Citigroup and CEO of Global Consumer Bank, shares her thoughts on becoming the firm’s next CEO, expresses her gratitude for the outpouring of support she’s received, and pays homage to all the women who have paved the path before her.

Innovation is key in today's dynamic market. Suni Harford, president, asset management at UBS walks us through two significant innovations she drove in the asset management industry this year — including a ground-breaking approach to climate change and sustainable investing.

Among the decade’s worst performers — those with more than $1 billion in assets under management — were a handful of products with stellar short-term returns.

The additions are expected to include financial advisors and customer service agents, and represent a 15% increase in associates who focus on clients.