The initiative aims to improve the underrepresentation of women in the financial planning industry, who comprise not even one in four of all CFP credential holders.

Only 13% of 242 active manager portfolios across the world had a woman as lead or co-lead in 2022, according to new research. The number has hardly changed over the past two decades.

He spoke at Future Proof after the firm unveiled its collaboration with Dynasty Financial Partners and a funding rounds that raised $80 million.

Asian Americans and Pacific Islanders have unique planning needs that aren't always met in the industry.

As their financial confidence grows, women want to help others succeed, too.

A new scorecard show 13 of 68 companies got an "A" grade for being upfront about inequality in employee pay — and 25 got an "F."

The case comes as employment suits related to mental health disabilities are expected to increase coming out of the pandemic.

Marguerita Cheng's career path highlights the barriers many women and minorities face in wealth management – and how to push through them.

The first emergency sale of a major bank since the financial crisis is giving rivals the chance to grab key personnel or businesses at a discount.

Catch up on all of EBN's recent coverage of the interactive chatbot, and what it means for the future of work.

Combining the two Swiss megabanks means more assets and a bigger brand for UBS. But it could be a heavy lift, slowing U.S. advisor recruitment.

Justin Heller was a member of the 2013 men's squad that won the ACC championship. A decade later, he joined the industry's movement toward independence.

Their search for new opportunities collides with a difficult job market, where major banks are cutting roles, from dealmaking to trading.

Financial advisors are flooded with questions from panicked clients. Here's a field guide to answers.

An HSA is an individually owned, tax-advantaged account that may be used to pay for qualified medical expenses or to save for retirement and long-term care expenses.

UBS's website rolled out last fall, before the current banking crisis.

Firms across the industry are scrambling to assuage client fears, while others are taking advantage of the frenzy to attract talent. Meanwhile, some advisors are using the moment to reassess what they want professionally.

Employees of the collapsed bank are using LinkedIn, and old-school means, to find new jobs.

After three banks collapsed, a New York teacher wonders if the wreckage could reach her nest egg. Should she be worried?

New provisions increase the ways workers can contribute toward their futures and employers can invest in their workforce's financial wellness.