Diversity and equality
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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.
January 8 -
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.
January 7 -
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.
December 27 -
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.
December 27 -
Mentors encourage and inspire — sponsors take action to speed women's way up the leadership pipeline.
December 18 -
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.
December 17 -
Bequests returning territorial assets to indigenous nations pose thorny questions for financial advisors and their clients, two experts tell FP.
December 5 -
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.
November 22 -
A new study shows how the estate planning work of financial advisors carries a direct connection to reducing disparities over time.
November 21 -
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.
November 19 -
Is your firm promoting diversified advisors? Can your clients relate to you despite cultural differences? Those questions and more were addressed by leaders of top wealth firms and regulatory agencies during FINRA's Diversity Leadership Summit this week.
October 31 -
As Trump makes inroads with Black voters, Harris has narrowed her focus on the historic racial wealth gap.
October 28 -
One of the leading changemakers in the profession is seeking to raise $1,000 per mile for nonprofits focused on increasing access to wealth management.
October 24 -
The Female Advisor Network merged into the Women's Leadership Alliance in an effort to join together around the groups' shared goals.
October 23 -
In its second year ever and first as a standalone event, the co-founders of a conference for Latino wealth management professionals share what to expect.
October 8 -
Marriage, government and employee benefits, and mental health often loom large for a base of clients that is more likely than straight peers to live alone.
October 4 -
Christopher Stroup was a petroleum engineer before becoming a financial advisor. Now a 2024 Rising Star, he has dedicated his career to providing LGBTQ clients and entrepreneurs with quality financial advice.
September 24 -
Changes in the makeup of wealth will push the industry to work with more female clients — even if it isn't ready to do so, financial advisors and executives said.
September 17 -
New Hispanic Market Certification Program launches this week to begin Hispanic Heritage Month.
September 16 -
Former NFL star and UBS Head of Sports and Entertainment Adewale Ogunleye said professional athletes tend to prefer female advisors for whom "male ego" does not get in the way.
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