Diversity and equality
Diversity and equality
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The banking industry appears to be stuck when it comes to diversifying the leadership ranks.
February 15 -
Jeffrey L. Bowman, co-founder and CEO of Reframe, explains why companies are struggling to stay committed to their DEI efforts.
February 14 -
Gatekeepers say successful wealth managers have to fit a specific mold. But four women leading the way in financial services have seen the framework broken time and time again.
February 10 -
The annual event connects wealth management veterans with students exploring the industry and profession.
February 9 -
A fraught but often-overlooked episode near the end of the retired baseball legend's life carries lessons and inspiration for financial professionals.
February 8 -
The bank's delay in investigating the case forced the plaintiff to resign from the bank in July 2021, according to the complaint. Wells said that it takes allegations of misconduct "very seriously."
February 8 -
An online education service launched by financial advisor George Acheampong is teaching its 2,300 members about private investments.
February 7 -
Sisters Jewel Waller Davis, Joyce Waller Baden and Betty Waller Gray reflect on the financial lessons of their family's 120-year-old business and proud history.
February 1 -
A group that's been historically blocked from growing generational wealth is ready to engage. Is the wealth management industry prepared?
January 31 -
Chelsea Ransom-Cooper, a managing partner and director of financial planning at Zenith Wealth Partners, spoke with FP about what the big firms are getting right — and what's missing from their DEI strategies.
January 27