Diversity and equality

Advisors who want to close the racial wealth gap must encourage Black and Hispanic clients to have estate plans, a new research brief says.

Here's how advisors can help fix the gender gap in investing — and position themselves to win business from women, as their wealth grows.

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.

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.

Here's how these three women are advancing financial planning in their communities.

In recent decades, a stubborn savings gap has persisted between white and Black Americans.

Prudential is partnering with the American College of Financial Services to educate Black individuals on financial wellness.

In an industry where women are still heavily underrepresented, here's what firms can do to attract and retain female talent.

Alfred Edmond Jr., senior vice president and executive editor of Black Enterprise, is confident DEI is here to stay.

For socially-conscious planners, helping high net worth clients grow their wealth can be an alienating experience.

The first-of-its kind conference is for all Latino or Hispanic-identifying professionals who want to become advisors or grow in the field.

Studies examining customer attitudes about their planner's identity often run up against the reality financial professionals say they experience.

Around three in five women breadwinners said financial professionals have wrongly assumed their partner is the primary earner, according to a new UBS report.

From securing guardianship rights from hostile family members to ensuring a safe caregiving experience, here's how advisors can help.

Wealth management's broken career pipeline needs urgent attention as a succession cliff looms, a new Cerulli report says.

High debt, paired with persistent income inequality, has left LGBTQ employees unprepared for retirement.

Anna N'Jie-Konte and Keith Beverly are aiming for big growth through recruiting and M&A deals aligned around the mission of changing wealth management.

The ties of the industry to Kingdom Advisors and a network of conservative religious groups have alarmed some financial advisors and industry professionals.

As financial professionals seek more ways to connect with their colleagues online, experts say the benefits of doing so are plentiful.

As Asian Americans and Pacific Islanders experience barriers in corporate careers and have been underserved as clients despite their growing wealth, here's what the industry can do to help.