Founders Sonya Dreizler and Liv Gagnon said they hope their firm's successes provide "a stepping stone" for others to keep working toward its mission.

A policy idea first proposed by two economists in 2010 is gaining traction as a means of shrinking the racial wealth gap. Here are the findings of a new study.

More than five dozen stories from the past year reflect an era of building controversy and pushback amid ongoing efforts to remove barriers and promote careers.

From trending independence to the rise in AI in wealth management, these stories and series dove deep on issues of utmost importance to financial advisors in 2024.

Mentors encourage and inspire — sponsors take action to speed women's way up the leadership pipeline.

The current limits for a deduction tied to state and local duties and the debate on the extension of the TCJA provides a lens to examine gender-based disparities.

Bequests returning territorial assets to indigenous nations pose thorny questions for financial advisors and their clients, two experts tell FP.

President-elect Donald Trump's second administration signals the need for empathy and steps to protect estates or consider moving to a new state, advisors say.

A new study shows how the estate planning work of financial advisors carries a direct connection to reducing disparities over time.

The division director of the northeast for Raymond James Financial Services shares how the group works with some of the biggest names in the industry.