A new book could help advisors better grasp the difficulty with the topic of money among underserved client groups.

The industry’s lack of Black people and other minorities may explain why the world of social investing has fallen short on pushing corporations on race.

Asset manager Blueprint Capital Advisors claims they stole confidential business information and discriminated against the Black-owned firm.

Just 5% of its 16,000 employees are Black, according to the company.

With her innovative, rapid-fire leadership, the recipient of this year’s individual award is giving nearly 2,000 aspiring planners unprecedented entree into a profession sorely in need of them

Observing the day is one way wealth management firms are trying to respond to civil unrest.

Marylin Booker accuses the company of failing to support Black advisors and criticizes its use of mandatory arbitration to settle employee disputes.

Members of the bank’s operating committee will be evaluated annually on how much they have increased representation and inclusion of diverse employees in the operations they oversee.

“Especially in this time when we are thinking, ‘Is there going to be a shortage of opportunity,’ in comes this one. It’s put a lot of fire in me to learn as much as I can,” says new college graduate Kameron Kindle.

The firm said in a post on Twitter that it "has zero tolerance for racism and discrimination of any kind."