Diversity and equality

A nuanced conversation among Black experts from across the financial services displayed how advisors can play a pivotal role.

With big-name sponsors such as J.P. Morgan, LPL, Merrill Lynch and others, the event adopted a theme this year of being "reunited" together after the pandemic.

The megabank rolled out new and expanded employee diversity targets that it aims to meet by 2025. The goals include placing more Hispanics in leadership roles and boosting the number of LGBTQ+ members the company hires from colleges and universities.

In a panel at the Future Proof Conference, Renée Baker, Kamila Elliott and Tyrone Ross explained how wealth management can disrupt its legacy of exclusion.

The program could provide a rubric for financial advisors and wealth managers seeking to reach historically excluded groups.

Columbia Investment Management's Kim Lew and Josh Brown of Ritholtz Wealth Management will quiz finalists on how they constructed their portfolios.

Despite the slow pace of change on the representation of women, there are some standout independent wealth managers and some signs of progress.

Goldman Sachs Group faces a June 5 trial in a long-simmering gender-bias class action alleging the bank discriminated against thousands of women in pay and promotion.

The Women's World Banking innovation challenge wants to fast-track ideas that support women's economic prosperity and empowerment.

The fintech veteran and NYC Fintech Women co-founder is doing it all, and wishes she could do more.

A new report from the nonprofit Knight Foundation examined diversity in outside money managers of endowments at the wealthiest public and private universities in the country.

Women lag behind men when it comes to their retirement savings, and they’ll need those funds for a longer period of time. TIAA Institute’s managing director shares what employers — and the government — can do to help.

The case offers the latest confusing signal about an industry that forces discrimination cases into arbitration and fights them to the bitter end.

Companies with diverse leadership are getting mere pieces of the VC pie. Here’s why changing that is good for everyone.

The results come from the College for Financial Planning’s first cohort of scholarship winners.

A panel of FINRA arbitrators unanimously ordered the award against the megabank based on Erin Ann Daly’s claims of gender-based discrimination.

While the firm’s CEO admits it has a long way to go, the group serves as an example of one way to cultivate retention and support.

The comply-or-explain component is radical for a securities exchange and could have a big impact on the more than 3,000 companies listed on the exchange.

A new study shows LGBTQ Americans are strikingly less ready for retirement than other groups, leaving them in need of help but not sure where to find it.

With long COVID a major theme, lawmakers discussed how to increase access to financial services for people with disabilities.