Citigroup said it exceeded targets it set to increase the percentage of women and Black executives among its ranks.

With a track record of nearly 40 years, the first Black-owned money manager is unveiling new collaborations and getting praise from members of Congress.

The firm that helped dozens of practices go independent is using the tactic most often deployed by its previous main rivals.

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

Net new assets soared in 2021, even though the firm's pandemic-related pause in hiring and training overhaul has trimmed its force of brokers.

The firm’s industry-leading headcount of financial advisors expanded by thousands last year, with more recruits coming in their wake.

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

The advisors’ success offers lessons for aspiring wealth professionals and brokerages aiming to change a predominantly white and male industry.

Wealth managers are seeking to drive change by equipping brokers with resources to engage historically excluded groups.

Recalling the days when Stifel had only about $8 million in AUM, CEO Ron Kruszewski says that doubling its client assets is doable.

Bessant & Erdoes: In conversation

Bank of America is rewarding almost all of its employees with a pool of $1 billion in restricted stock, further boosting compensation as financial firms compete to attract and retain workers.

The advisors felt “some familiarity and also some loyalty” after spending decades affiliated with the wealth manager’s independent brokerage.

Inadequate financial literacy is a problem for the majority of Americans. Fintech CEO Uzrad Lew chats with EBN about solutions.

In this fireside chat, Ida Liu, the global head of Citi Private Bank, covers a range of topics, including how digital client engagement is evolving.

There’s “a pretty good chance” that the U.S. will outpace current expectations for this year, the megabank’s CEO says.

What else do banks need to do to achieve gender parity more quickly? What are the tech innovations that will be most impactful for the banking industry? What will the surviving banks look like a decade from now?

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

The boutique institution has 25 financial advisors, but it’s seeking to grow even larger through a deal with Summit Financial and Merchant Investment.

After the unprecedented success of shareholder votes last year, activists are renewing their pressure on giant fund firms over racial equity.