Diversity and equality
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For every dollar, the median white family saves about seven cents, while the median Black family saves a penny or less. But when compared to families with the same income, the racial gap disappears.
June 22 -
How to welcome LGBTQ clients, colleagues and friends by using your pronouns
June 21 -
The historic abolitionist showed how to be an ally in a specific and useful way, writes Keith Beverly.
June 17 -
The organization seeks to expand on the success of its first year offering the internship-style training in its second summer.
June 16 -
Many White Americans are retiring because they can afford to, while Black Americans are forced to stop working by health problems or a disability.
June 14 -
Two representatives in a New Jersey office made lewd comments and created a hostile work environment, the former employee says.
June 11 -
A state treasurer’s program in collaboration with the Ford Foundation has attracted 18 firms including UBS, BlackRock, Morgan Stanley, Citi and Goldman Sachs.
June 8 -
"Looking at boards, leadership representation, diversity representation and other indicators can guide advisors to consider investing in companies that align with their clients’ objectives," writes Eve Ellis.
June 6 -
This likely means an ex-diversity chief from the firm will no longer be able to testify in a class action lawsuit with similar allegations, according to a legal expert.
June 3 -
Almost nine in 10 estate planners say women clients either lost their jobs, had their salaries cut or left the workforce during the pandemic, a study shows.
June 3 -
Four advisors launched a program for RIAs this summer with industry-changing potential.
June 2 -
Study after study shows that diverse teams lead to better outcomes. Here's how you can cast a wider net with fintech vendors.
June 2 -
With class actions up for appeal and a daunting process facing some ex-servicemembers, the Biden administration faces tests of its commitment to equality.
June 1 -
A research and methodology company with a star-studded board launched the product with an eye toward advisors, retail clients and institutional investors.
June 1 -
The company didn’t look into the incident carefully before firing Amy Cooper the following day, the suit says.
May 27 -
Last year, many banks made big, splashy pledges to advance racial equity. Now some of those banks are seeking to hold executives accountable for those efforts through their paychecks.
May 24 -
This moment has revealed an urgent need for rigorous frameworks that enable the comparison of companies’ performance against racial justice indicators, Earl Carr writes.
May 22 -
The advisor, who is Egyptian American, lost most of his client accounts to a white rep who poached them with support from management, a new lawsuit claims.
May 20 -
The former head of Bridgewater Associates suggests tying CEO pay to inclusion efforts.
May 20 -
The MC of the Conference of African American Financial Professionals discusses The American College of Financial Services’ efforts to improve diversity in the industry.
May 17

















