Workforce management
Workforce management
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From C-suites down, American finance is quietly reassessing its promises to level the playing field — and, in many cases, rolling them back.
March 4 -
Stubbornly persistent differences between white and Black households' income and assets present financial advisors with the big-picture implications of their work.
March 1 -
Is it possible to keep saving for retirement after you've lost your job? A former tech worker in New York asks the experts.
February 28 -
An industry report finds the largest independent brokerage, with its supported independence offering, had the biggest net headcount gain last year.
February 27 -
The firm's big tech investments and history working with banks attracted Wintrust, the CEO of its wealth division told FP.
February 23 -
Too many clients are having important conversations with financial planners who don't share a similar background. That needs to change.
February 22 -
LeCount Davis was the first African American to earn wealth management's "gold standard" of certifications. Today he's helping others do the same.
February 20 -
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.
February 20 -
She mixed outspoken activism with business pragmatism, launching a bank that helped hundreds of African Americans buy homes in her longtime community.
February 20 -
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.
February 20