Erin Reddick, founder of ChatBlackGPT, said advisors can use AI to make their firms more inclusive and diversify and grow their client base.

The Association of African American Financial Advisors is holding its annual Vision conference this week.

These 12 independent wealth management firms are setting a higher bar than their peers, but they and the industry still have a very long way to go.

Eight Broadridge employees rowed at the Paris Olympics this summer through the fintech's Elite Athlete Management Program.

The National Association of Treasurers launched a new tool that allows individuals to compare the features of different states' ABLE programs.

An innovative nonprofit's grant program enlists pro bono financial planners in an effort to keep longtime residents in place in a gentrifying area.

CHIP founder and CEO Dana Wilson originally created the platform as a directory of financial professionals of color. Now, Wilson wants to use the platform to address the racial wealth gap.

The many ways of measuring success in the West End of St. Louis could add up to policy solutions for narrowing the racial wealth gap — if the Invest STL Rooted program is successful.

In a panel, four financial advisors and executives shared why the field remains a difficult environment and what the profession can do to change its reputation.

Amid the painful backdrop of history and the scale of the present-day challenges, pro bono financial advisors are focusing on their clients.