Diversity and equality
Diversity and equality
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Advisors who want to close the racial wealth gap must encourage Black and Hispanic clients to have estate plans, a new research brief says.
August 17 -
Here's how advisors can help fix the gender gap in investing — and position themselves to win business from women, as their wealth grows.
August 15 -
Experts say Black families planning to preserve past, present and future generations' wealth have a special set of circumstances to keep in mind. Here are a few tips that can help.
August 14 -
The largest annual gathering of Black professionals across financial services championed the reclamation of Black wealth and explained the important role advisors play in the pursuit.
August 11 -
Here's how these three women are advancing financial planning in their communities.
August 10 -
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