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."

An online education service launched by financial advisor George Acheampong is teaching its 2,300 members about private investments.

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.

A group that's been historically blocked from growing generational wealth is ready to engage. Is the wealth management industry prepared?

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.

Wealth management still has a long way to go if it hopes to reflect the nation it serves. But advisors say small steps still move us forward.

The fintech startup will donate a free year of its services to members of The Center of Innovation for Diversity, Equity and Inclusion in Finance.

A woman suing JPMorgan Chase for facilitating her sexual abuse by Jeffrey Epstein claims Jes Staley "personally observed" that abuse when he was the bank's head of private wealth.

At Future Proof 2022, the recently designated CFP discussed why the event was different from typical wealth management conferences.

A report from the bank's asset management division shows that American women are financially ill-equipped for retirement and suggested how employers can help.