Professional development

Louis Barajas and David Russell discussed their views on how wealth managers can work with and hire more Black and Hispanic advisors and clients.

There are now 17 participating schools to bring the program to students in more parts of the country.

Throughout Black History Month, Financial Planning has covered how the industry continues to confront its diversity issues while acknowledging all of the work that still needs to be done.

Large pockets of the financial planning and wealth management industries have gone back to “business as usual” post-George Floyd.

A new study finds that race did not play a significant role in how much consumers trust advisors. But gender was a different story.

The “Metrics That Matter” report is a compilation of five articles written by industry pros and academics covering best practices when incorporating metrics into DEI work.

Most employees will return under a “hybrid flexible model” regardless of vaccination status

The effort with NAMI-NYC comes during a pandemic that has not slowed the frenetic pace of trading and deal-making, leading employees to complain about burnout.

Craig Young discusses the “unsung heroes” who have inspired his path from poverty in his youth to a major executive role with the wirehouse.

Leadership worried that by trying to be everything to everyone, the association risked diminishing its appeal and determined to address the issue once and for all.

The 43% of candidates who successfully finished the series in November is the third-lowest pass rate for the Level III exam and below the 10-year average.

The Financial Services Institute and nonprofit Inroads launched a new collaboration designed to foster more underrepresented advisors.

September's Future Proof Festival in Huntington Beach, California, will be the first in-person gathering for Onyx Advisor Network.

David Li of J.P. Morgan Wealth Management began learning the profession out of necessity at a young age.

Schwab’s new compensation study has some surprises, including where independent advisory firms are hunting for talent and what awarding stock options does for a firm.

Growth among Black and Hispanic CFPs saw double-digit percentage gains in 2021. But overall representation remains stagnant year-over-year.

The discipline and drive SaVion Harris learned on the playing field is serving him and his financial planning clients well, he writes.

After pandemic disruptions, the percentage of candidates passing the difficult exam is back to normal levels, the CFA Institute said.

The organization overseeing the most prominent planning certification answers critics who say it’s falling short of its mission.

Seeking to drive industry change through speaker lineups, Sonya Dreizler and Liv Gagnon launched a company called Choir.