Diversity and equality
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Citigroup didn't admit any wrongdoing in its settlement of allegations by regulators that employees denied credit cards to people in Southern California suspected of being of Armenian origin.
November 8 -
The firm founders join the FP Podcast all the way from Taiwan to discuss financial planning for women and LGBTQ+ households, international filmmaking and how the profession changed both of their lives.
November 8 -
Ford shares how he rose from cold-calling as a broker to becoming head of wealth at one of the country's biggest banks, and what's next for his team.
November 2 -
The event's theme this year was "creating a culture of accountability," and speakers aimed to help Black consumers access generational wealth.
October 30 -
From ordinary couples to the ultrarich, people of any wealth level are vulnerable to financial abuse and domestic violence. Wealth managers, who can see into a household's finances, can make a difference.
October 24 -
The Croatan Institute is bringing together farmers, climate activists, academics, government officials and investment experts next month.
October 23 -
A decade after taking a chance to bring his wealthtech vision to life, the soft-spoken leader who values the work as much as the reward still wants to get his hands dirty.
October 22 -
The number of wealthy Asian Americans is growing. But most RIAs courting them are missing a key approach, according to one firm that is doing it differently.
October 20 -
The founder of an ETF that tracks all American public companies with female CEOs sits down with American Banker Editor-in-Chief Chana Schoenberger to discuss why it matters if a company has a woman as CEO.
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The organization, launched about five years ago by Troy Prince, is seeking more industry collaboration on its mission of "changing the face of Wall Street."
October 17 -
New Arizent research and a collection of experienced financial advisors say actually walking the walk is a big step for firms pursuing true inclusion.
October 13 -
Around one-fifth of Americans identify as Hispanic. Experts shared tips on how advisors can engage with their growing pool of wealth.
October 12 -
A new Arizent study finds that when it comes to diversity efforts that matter, "commitment" is the key word.
October 10 -
Meaningful progress on DEI initiatives has a real effect on the workforce. We examine the dynamics that drive this conclusion and what it means for companies.
October 10 -
During Nitrogen's 2023 Fearless Investing Summit, the two-time Super Bowl champ gave a keynote address on leadership and life on and off the field.
October 5 -
At the Most Powerful Women in Banking conference, asset management leader Jenny Johnson discussed opportunities and risks for portfolio managers in 2023.
October 4 -
Zenith Wealth Partners will collaborate on regional impact investments with two local nonprofits, highlighting how financial advisors are leading innovations in the field.
October 2 -
The annual event returns with a theme that highlights the significance of inclusion in recruitment and retention efforts for lasting organizational change.
September 22 -
Experts from UBS and TBH Advisors share what to watch this year, as college sports seasons get underway.
September 22 -
Amid continuing underrepresentation and a lack of disclosure, these independent brokerages stand out from the rest in their hiring of female representatives.
September 20

















