Diversity and equality

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.

The advisors’ success offers lessons for aspiring wealth professionals and brokerages aiming to change a predominantly white and male industry.

Wealth managers are seeking to drive change by equipping brokers with resources to engage historically excluded groups.

What else do banks need to do to achieve gender parity more quickly? What are the tech innovations that will be most impactful for the banking industry? What will the surviving banks look like a decade from now?

Seeking to drive industry change through speaker lineups, Sonya Dreizler and Liv Gagnon launched a company called Choir.

After the unprecedented success of shareholder votes last year, activists are renewing their pressure on giant fund firms over racial equity.

Experts discuss the proliferation of chief diversity officers across the industry and what it may mean for future progress in diversity.

Take an inside look at leading issues in financial and social inclusion with an industry expert.

Dasarte Yarnway and Emlen Miles-Mattingy plan to launch the Onyx Advisor Network to support women, BIPOC and LGBTQ+ communities.

A new report from the House Financial Services Committee offers the first ever glimpse into the demographics of the largest fund companies.

The scholar, activist and author discussed antiracism and its implications for the financial services industry to close the 2021 CFP Board Center for Financial Planning Diversity Summit and Career Fair.