'The face of wealth is changing,' Sieg said, calling Black talent important to winning business from the fast-growing Black wealthy.

CEO Jamie Dimon drove the headlines with predictions about the "kind of odd" economy. Meanwhile, the firm's wealth units quietly added hundreds of recruits.

In an event led by two respected RIA thought leaders, FP recognizes a half dozen people whose talent and accomplishments have them poised to advance the planning profession. What are the key factors shaping the industry's future?

A new study found high rates of stress among professionals in the field, which is adjusting to a growing focus on work-life balance for employees.

Sexual assaults, lurid propositions and a sex tape pack the latest filings in a class action against Goldman Sachs. But it's a boss's comment about his assistant's engagement ring two decades ago and a woman who complained an executive checked her out that have set off an especially bitter dispute in the case.

The presidents of two RIAs that use outside broker-dealers discuss how independent wealth managers are morphing in an effort to keep up with a fast-changing industry. Where do brokers fit in the future of wealth management?

Corporate jargon is annoying to many employees, and may even prevent prospective hires from applying to your organization.

Google Head of Product Inclusion Annie Jean-Baptiste believes that when you create tools for those living on the margins, it also empowers those in the middle.

Separate announcements by Concurrent Advisors and Private Advisor Group display why flexibility for financial advisors is valuable to growing RIAs.

In a panel at the Quad-A conference, executives from the three major firms explained how they view the industry's path forward on diversity.

Jamie Fiore Higgins, a former executive at Goldman Sachs, describes the toxic work environment she endured during her 18 years at the investment bank in her memoir, "Bully Market."

A nuanced conversation among Black experts from across the financial services displayed how advisors can play a pivotal role.

With big-name sponsors such as J.P. Morgan, LPL, Merrill Lynch and others, the event adopted a theme this year of being "reunited" together after the pandemic.

The megabank rolled out new and expanded employee diversity targets that it aims to meet by 2025. The goals include placing more Hispanics in leadership roles and boosting the number of LGBTQ+ members the company hires from colleges and universities.

One of the most active dealmakers in the industry attracted a high net worth practice that chose it out of an expanding group of potential suitors.

An advisor with strong client relationships can make a move whether markets are up, down or sideways.

In a panel at the Future Proof Conference, Renée Baker, Kamila Elliott and Tyrone Ross explained how wealth management can disrupt its legacy of exclusion.

After investment banking fees fell by 54% last quarter, the nation's largest bank by assets is considering cutting back. "Last year, we had to add a lot of bodies just to execute the huge amount of volume we were executing," Chief Operating Officer Daniel Pinto said Tuesday.

While the total number is less than some previous rounds, the reductions are a resumption of Goldman's annual culling cycle that it had largely paused during the pandemic, according to people with knowledge of the matter.

The program could provide a rubric for financial advisors and wealth managers seeking to reach historically excluded groups.