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.

The CFA Institute has created a voluntary Diversity, Equity and Inclusion Code for the Investment Profession in the United States and Canada as financial firms wrestle with expanding a more diverse workforce.

A trio of advisors dropped Wells Fargo as practices choose between staying with wirehouses or joining the RIA movement.

Large pockets of the financial planning and wealth management industries have gone back to “business as usual” post-George Floyd.

Retirement plans that shift the approach away from the traditional can reap the rewards, according to experts in an EBRI webinar.

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

With prospects for major tax hikes in the rear view (for now), it’s the time to blueprint ways to reduce clients’ taxable income for ‘22.

Lawmakers want annuities in Americans’ retirement plans in reintroduced legislation.

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.

Citigroup said it exceeded targets it set to increase the percentage of women and Black executives among its ranks.