Diversity and equality

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.

A new report found more than 542 shareholder resolutions filed on ESG issues as of mid-February in this year's proxy season. But anti-ESG proposals also jumped.

The median white family reaches retirement with $188,200 saved, compared to $36,000 for Hispanics, and just $25,000 for Blacks.

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.