Diversity and equality

10 financial planning tips and strategies for planners to help same-sex couples.

Many don’t want to manage their own portfolios and also hope to save more for retirement. How can advisers seize the opportunity?

As social investing has broadened its horizons, returns have also improved, says Matt Papazian, CIO of Cardan Capital Partners.

The following interviews show opportunity for gender equality in the industry, a leading recruiter says.

“Racial bias does exist. Anybody who says it doesn’t is kidding themselves,” says Tony Barrett, a complex manager for Raymond James.