Stubbornly persistent differences between white and Black households' income and assets present financial advisors with the big-picture implications of their work.

Is it possible to keep saving for retirement after you've lost your job? A former tech worker in New York asks the experts.

An industry report finds the largest independent brokerage, with its supported independence offering, had the biggest net headcount gain last year.

The firm's big tech investments and history working with banks attracted Wintrust, the CEO of its wealth division told FP.

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

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.

She mixed outspoken activism with business pragmatism, launching a bank that helped hundreds of African Americans buy homes in her longtime community.

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.

LeCount Davis was the first African American to earn wealth management's "gold standard" of certifications. Today he's helping others do the same.