Along with co-founder Daniel Guillen, the 30-year veteran of the profession is building a firm that he says has given him his "second wind" for the future.

The firm could be roasted on the coals of its own publicly shared goals for increased hiring and support for diverse advisors, as well as its internal data that allegedly tracks related metrics.

Wealth managers are increasingly pledging to address diversity, equity and inclusion in their businesses.

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.

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

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.

Data shows that women and people of color embrace hybrid work more than men do. But the trend brings new challenges to creating a more inclusive workplace