The principal for operations and strategy of an independent research firm explains the range of available products and ESG data.

The update is a step forward to being more inclusive of individuals who don’t identify as male or female.

What's going on at LPL, Captrust, Avantax, Pershing, Citigroup, Edelman Financial Engines, and other quick takes from around the industry.

Impact investment manager Rachel Robasciotti and other advocates say the private proceedings are harmful to victims and helpful to firms protecting serial harassers.

Keith Beverly, one of a handful of Black CFP-CFA holders, is pushing to mint more.

Brokerage powerhouse commits to a reform program to expand opportunities for advisors of color.

JPMorgan Chase said it plans to hire 300 additional Black and Latino wealth advisors by 2025 to serve more clients from those communities and allow employees from diverse backgrounds to advance in their careers.

Employees indicated they want more personal time and women in particular have sought greater flexibility to work remotely, its co-head of wealth management says.

The firm will enlist law firm Paul, Weiss, Rifkind, Wharton & Garrison to review the issue and other incidents to surface in recent weeks.

Advisors have to make sure the whole team is treated fairly; avoiding making women into "the chick who always pours coffee,” writes Amanda Kerley.