Diversity and equality
Diversity and equality
-
Stubbornly persistent differences between white and Black households' income and assets present financial advisors with the big-picture implications of their work.
March 1 -
Too many clients are having important conversations with financial planners who don't share a similar background. That needs to change.
February 22 -
LeCount Davis was the first African American to earn wealth management's "gold standard" of certifications. Today he's helping others do the same.
February 20 -
Though she is widely considered the first African American woman to be a stockbroker, some blurriness surrounds what is known about the rest of her life story.
February 20 -
She mixed outspoken activism with business pragmatism, launching a bank that helped hundreds of African Americans buy homes in her longtime community.
February 20 -
Inspired by the examples of his grandmother and his mother, the Houston fixed-income legend launched one of the largest Black-owned investment management firms.
February 20 -
Yesterday's historic "firsts" blazed a trail for those of today — with a moral and business imperative for the industry to learn from these five figures' examples.
February 20 -
White Americans still have twice as much retirement wealth as savers of color, research shows. Here's what experts recommend to shrink the gap.
February 9 -
The profession displays a stunningly high rate of attrition in the first year. Here's how wirehouses and regional brokerages must try to change with the times.
February 6 -
The co-founder of an internship program pairs aspiring financial planners and career changers with financial firms looking to widen their talent pools.
January 31