Diversity and equality

The challenge bedevils many heirs' property owners. Here's why experts say it's such a threat and how financial professionals can help guide families through it.

In a field with very high rates of attrition, financial planners are finding pillars of support in study groups as they work to reach more young customers.

The largest annual event for Black financial advisors drew support from some of the biggest names in the industry.

For advisors who invest in cultural understanding, bilingual support and education, the growth opportunity is vast.

Many express frustration with either real or perceived doubts about clients' concerns, but experts say they're missing an opportunity to address them up front.

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.

To best serve LGBTQ clients, financial advisors must understand their unique needs and challenges, from diverse household structures and retirement plans to the correct use of pronouns.

CEO Kunal Kapoor and other speakers explained how the shifting trends shaping the industry mean that advice is getting even more important.

Financial advisors and other female wealth management professionals say eliminating the self-doubt represents an important first step.

Financial advisors say that retirement planning for transgender clients can come with its own set of considerations, beyond 401(K) contributions or Monte Carlo simulations.

The impact of President Trump's push against diversity, equity and inclusion programs at the SEC remains murky, according to a watchdog report.