Diversity and equality

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.

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.