Diversity and equality

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.

The soaring number of firms disclosing their workforce demographics is bringing sobering numbers to light and displaying the shortcomings of available statistics.

The product, designed for wealth management customers, is the first in the U.S. to implement Mastercard's Touch Card, which helps people distinguish credit, debit and prepaid cards through a notch on the card's edge.

Goldman Sachs Group is in talks to settle a high-profile lawsuit alleging gender pay disparity, ahead of going to trial next month, according to people with knowledge of the matter.