Diversity and equality

Advisors overwhelmingly think they are adept at serving women investors, but fewer than 4 in 10 say they actually understand women's financial and retirement goals.

Jason Co is out to prove that advisors can serve Asian Americans effectively and profitably. His FAANetwork is the result.

The Uniform Partition of Heirs' Property Act helps families avoid forced property sales in at least 24 states, according to a study sponsored by JPMorgan Chase.

Behavioral finance expert Tim Maurer shares how planners can adjust their language and approach to help clients move toward their goals.

Finance and education veteran Walter Rendon wants to ensure that more young people get the training and mentorships that helped him break into the field.

Women now make up about 26% of financial advisors, but growth has stalled. Advisors say structural barriers are holding the industry back.

A new study finds that the industry's efforts to recruit more women is paying off — but it will take further investments to reap the potential business opportunities.

Women often feel talked down to when it comes to financial matters. Advisors with experience serving women clients say the industry has a lot of work to do to change this.

The National Legal and Policy Center has successfully urged companies like Goldman Sachs and American Express to remove DEI from their board selection process, but now it argues that SEC actions are restricting shareholder rights too much.

From reducing cognitive load to rethinking meeting formats, small changes can lead to big improvements for some clients.

Impact investing experts admit that the first year under President Trump has brought changes to the rhetoric around ESG. The realities look far more murky, though.

A solid sixth man for the Milwaukee Bucks built his family's wealth after his playing days. Here's what financial advisors and investors can learn from his example.

Starting in 2026, the starting age limit for those with significant disabilities to take advantage of these tax-advantaged savings accounts has been raised by 20 years.

Mary Kate Gulick's case was dismissed with prejudice, a year after the case's allegations against a major RIA drew significant attention across the industry.

Financial therapist Rahkim Sabree wove his personal experiences into a detailed manual on a problem he and others say is often glossed over by the industry.

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.