Diversity and equality

Hip-hop icons and industry thought leaders will collide in California during the wealth management festival that's looking to buck the status quo.

Leaders of the network say marginalized advisors will be able to get everything they need at a significant savings over putting the pieces together themselves.

Taking on the challenges of filling big shoes and finding a new executive director, the practice management consultant has big plans for the organization.

A veteran and service member-focused wealth manager is calling for more partnership with the private sector to boost understanding of money matters.

It’s the first fee increase in 5 years, earmarked to fund the board’s new strategic plan.

A SIFMA conference panel discussed the issues that are keeping the profession predominantly white and male.

The top performers in the survey beat their benchmarks in at least seven of the 10 years studied.

In conversation with Patti Cook, CEO of Finance of America Companies

David Miree will become global head of diversity, equity and inclusion for the New York megabank. He will succeed Brian Lamb, who will move into a new role in the firm’s commercial banking business.

Senior brokers delegated to make compensation decisions systematically favor white men, according to a new lawsuit.

Floyd’s slaying led to industry leaders promising to prioritize matters of diversity, equity and inclusion. Here’s how far some of those promises have gone.

Join Maggie Kimberl, President of the Bourbon Women Association for a peek behind the scenes of the bourbon industry. Learn more about the women that are rising in the male-dominated spirits sector, the proper bourbon tasting technique and a little bit of the history of bourbon.

The veteran journalist explains how he has adjusted quickly to a new beat and his plans for the series in future months.

Inroads CEO Forest Harper and other organizers of new internship and training programs insist a long-term shift is now possible.

The Future Proof Festival has announced eight new featured speakers who buck the status quo.

Louis Barajas and David Russell discussed their views on how wealth managers can work with and hire more Black and Hispanic advisors and clients.

The narrative that you can bootstrap your way to wealth is seriously flawed.

Throughout Black History Month, Financial Planning has covered how the industry continues to confront its diversity issues while acknowledging all of the work that still needs to be done.

The CFA Institute has created a voluntary Diversity, Equity and Inclusion Code for the Investment Profession in the United States and Canada as financial firms wrestle with expanding a more diverse workforce.

Large pockets of the financial planning and wealth management industries have gone back to “business as usual” post-George Floyd.