Professional development

Ditch the Monte Carlo scenarios and 20-page reports — today's woman investor expects tangible, actionable advice to reach her goals.

In a new dual role at Emigrant Bank and Emigrant Partners, the veteran RIA dealmaker will advise financial advisors and work across a multifaceted family office.

Barry Sommers comes in for high praise amid his firm's attempts to move beyond the banking scandals of its past.

Carolyn Armitage has witnessed the long-term shifts in the industry over her career. That's part of why she decided to launch a consulting firm, she tells FP.

Avantax, Osaic and Mariner deals demonstrate M&A impact on compensation and an interest in territorial expansion.

Too many clients are having important conversations with financial planners who don't share a similar background. That needs to change.

Catherine Williams and Daron K. Roberts spoke with Financial Planning about building leadership skills and making time for self care.

Yesterday's historic "firsts" blazed a trail for those of today — with a moral and business imperative for the industry to learn from these five figures' examples.

Though she is widely considered the first African American woman to be a stockbroker, some blurriness surrounds what is known about the rest of her life story.

Inspired by the examples of his grandmother and his mother, the Houston fixed-income legend launched one of the largest Black-owned investment management firms.