Career advancement

Floyd’s slaying led to industry leaders promising to prioritize matters of diversity, equity and inclusion. Here’s how far some of those promises have gone.

The veteran advisor who was inspired by her mother takes another step for women in the industry.

Luke Harangody is hoops royalty at Notre Dame. But at Midwest TAMP GeoWealth, he’s a rookie with a lot to prove.

Greg Girasole and Alex Kriete, who the bank brought in last year to oversee a new digital-assets group within its wealth management division, are striking out on their own.

The Future Proof Festival has announced eight new featured speakers who buck the status quo.

There are now 17 participating schools to bring the program to students in more parts of the country.

Throughout Black History Month, Financial Planning has covered how the industry continues to confront its diversity issues while acknowledging all of the work that still needs to be done.

A new study finds that race did not play a significant role in how much consumers trust advisors. But gender was a different story.

The “Metrics That Matter” report is a compilation of five articles written by industry pros and academics covering best practices when incorporating metrics into DEI work.

The effort with NAMI-NYC comes during a pandemic that has not slowed the frenetic pace of trading and deal-making, leading employees to complain about burnout.

September's Future Proof Festival in Huntington Beach, California, will be the first in-person gathering for Onyx Advisor Network.

Growth among Black and Hispanic CFPs saw double-digit percentage gains in 2021. But overall representation remains stagnant year-over-year.

Office workers who don’t comply by Jan. 14 will be placed on unpaid leave and fired at the end of the month.

Upon assuming the role at the start of 2022, Elliott became the first Black person to ever lead the organization. But the veteran advisor says she’s just getting started.

A College for Financial Planning analysis suggests encouraging aspiring planners to pursue financial designations other than the CFP could lead to more women and people of color entering the industry.

Over the past 12 months, the financial services industry has tried to confront its diversity issues while at the same time delivering stark reminders of how much work still needs to be done.

Besides the low pass rates, Jared Dillian argues that the certification doesn't make better advisors.

Almost nine in 10 estate planners say women clients either lost their jobs, had their salaries cut or left the workforce during the pandemic, a study shows.

Focusing on training is an effective way to reduce industry attrition rates, develop better financial advisors and help more Americans grow their wealth over time, says Phil Sieg.

Arrogance, naiveté and that chief suspect, procrastination, can all undermine best laid advancement plans, writes recruiter Mark Elzweig.