Diversity and equality
Diversity and equality
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In recent decades, a stubborn savings gap has persisted between white and Black Americans.
August 10 -
Prudential is partnering with the American College of Financial Services to educate Black individuals on financial wellness.
August 2 -
In an industry where women are still heavily underrepresented, here's what firms can do to attract and retain female talent.
July 28 -
Alfred Edmond Jr., senior vice president and executive editor of Black Enterprise, is confident DEI is here to stay.
July 27 -
For socially-conscious planners, helping high net worth clients grow their wealth can be an alienating experience.
July 14 -
The first-of-its kind conference is for all Latino or Hispanic-identifying professionals who want to become advisors or grow in the field.
July 13 -
Research shows clients don't care if an advisor shares their race or gender. Advisors say otherwise. Studies examining customer attitudes about their planner's identity often run up against the reality financial professionals say they experience.
July 13 -
Around three in five women breadwinners said financial professionals have wrongly assumed their partner is the primary earner, according to a new UBS report.
July 5 -
From securing guardianship rights from hostile family members to ensuring a safe caregiving experience, here's how advisors can help.
June 29 -
Wealth management's broken career pipeline needs urgent attention as a succession cliff looms, a new Cerulli report says.
June 27