Diversity and equality

The profession displays a stunningly high rate of attrition in the first year. Here's how wirehouses and regional brokerages must try to change with the times.

The co-founder of an internship program pairs aspiring financial planners and career changers with financial firms looking to widen their talent pools.

It's way past time for the industry to apply a core investment concept — diversification — to achieve gender equality in its ranks.

The GameStop saga is long over, but the retail investors who drove it could turn into long-term clients if wealth management firms adapt to changing times.

For advisors seeking a type of independence that defies industry norms of success, two female CFPs have launched a co-op promising to be a firm of one's own.

From the rise of ChatGPT to ESG hypocrisy and in-depth reporting on DEI issues in wealth management, these are the stories that garnered awards for FP reporters in 2023.

The wealth management industry continues efforts to confront long- standing diversity issues. But those putting in the work know there is a long way to go.

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.