Diversity and equality

A speech by Louis Barajas, a panel on entrepreneurship and a dating game-style mentorship matching event illuminated advisors' hard-earned lessons.

A record high in attendance and backers like LPL, Morgan Stanley, Carson Group and FPA highlight how the industry has taken notice of the SER Summit.

The numbers don't reflect much change in the low representation of female wealth management professionals, but there are some signs of progress.

Today's bereaved women clients expect respect, empathy and real connection from wealth managers as the great wealth transfer unfolds.

Retired women find themselves leaning on Social Security as a primary source of income at greater rates than men, according to new research from the Transamerica Institute. Financial advisors say that has significant implications for retirement planning.

Being a financial advisor with ADHD comes with challenges. But it can also lead to positive change.

Women are gaining trillions in assets every year. Advisors who want to be recommended by women clients to other women to manage it should learn what not to say.

The move could impact future studies on retirement trends, policy and aging in America.

Working with disabled clients is more than setting up ABLE accounts and special needs trust. It's also important to know how to communicate with them.

Even after accounting for income, Black Americans still trail in retirement savings, according to a recent EBRI study. Advisors point to a mix of historic and systemic barriers that make the gap hard to close.