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.

Retirement plans that shift the approach away from the traditional can reap the rewards, according to experts in an EBRI webinar.

A new study finds that race did not play a significant role in how much consumers trust advisors. But gender was a different story.

The “Metrics That Matter” report is a compilation of five articles written by industry pros and academics covering best practices when incorporating metrics into DEI work.

Citigroup said it exceeded targets it set to increase the percentage of women and Black executives among its ranks.

With a track record of nearly 40 years, the first Black-owned money manager is unveiling new collaborations and getting praise from members of Congress.

Craig Young discusses the “unsung heroes” who have inspired his path from poverty in his youth to a major executive role with the wirehouse.

The Financial Services Institute and nonprofit Inroads launched a new collaboration designed to foster more underrepresented advisors.