Diversity and equality

Though more women are entering the industry, gender bias and other historical barriers remain.

From top brokers and broker pay to succession planning, advising for Medicare, ChatGPT and our coverage of the independent space, these are the biggest stories FP published in the last year.

Don't know where to find diverse talent for your firm? No more excuses — here's everything you need, courtesy of the BLX Internship Program.

AAPI financial advisors are underrepresented in the industry and still sometimes feel unseen even within conversations about DEI, industry experts say.

Trans people come from all walks of life, including the rich. LGTBQ+ experts share how to serve them.

Indigenous people in America are experiencing a "renaissance" of wealth creation. Experts share what advisors seeking to work with them should keep in mind.

The basketball great and sports analyst says as opportunities grow for athletes and entertainers, so does the need for greater financial competency.

A female Citigroup Inc. equities managing director sued the bank, alleging that she endured "horrifying" sexual assault and harassment by superiors

Employees at Ballentine Partners, a multifamily office and RIA, say their firm can be an example of how small or midsized independent firms can advance on DEI.

Financial advisors who want to serve groups historically denied access to wealth-building need a different approach, according to experts at an industry diversity summit.

The second annual Women in Wealth Management Awards celebrated seven women for their achievements.

A panel of representatives from several firms across wealth management discussed retention strategies at the CFP Board's Diversity Summit.

Despite concerns about corporate DEI efforts in retreat, financial planners at an industry diversity summit rallied to move forward on creating inclusive cultures.

Citigroup didn't admit any wrongdoing in its settlement of allegations by regulators that employees denied credit cards to people in Southern California suspected of being of Armenian origin.

The firm founders join the FP Podcast all the way from Taiwan to discuss financial planning for women and LGBTQ+ households, international filmmaking and how the profession changed both of their lives.

Ford shares how he rose from cold-calling as a broker to becoming head of wealth at one of the country's biggest banks, and what's next for his team.

The event's theme this year was "creating a culture of accountability," and speakers aimed to help Black consumers access generational wealth.

From ordinary couples to the ultrarich, people of any wealth level are vulnerable to financial abuse and domestic violence. Wealth managers, who can see into a household's finances, can make a difference.

The Croatan Institute is bringing together farmers, climate activists, academics, government officials and investment experts next month.

A decade after taking a chance to bring his wealthtech vision to life, the soft-spoken leader who values the work as much as the reward still wants to get his hands dirty.