This year’s honorees discuss how their firms are coping with the coronavirus pandemic and how this period may reshape the industry.

It has taken me eight years of conscious work to be able to discuss this topic so frankly.

“I don’t think the volatility will be over until we’re finished with this virus,” one RIA says.

Financial advisor Alex Chalekian started out his career with a mentor “who was not the nicest person.” Ever since, he has wanted to serve as a resource to fellow planners, he explains in an episode of Financial Planning’s Invest Podcast.

Finding the right collaborator changed my life.

“It is shocking — never seen anything like it in my 40 years as a lawyer,” the wealth manager's attorney said.

Almost 50% associate negative emotions with the practice. Here’s how planners can help.

Finally, I was able to talk openly about how financial services can be more inclusive of women and people of color. But did I have to leave to do so?

The percentage of women managers fell even among passive funds, a booming area of the industry that was a hot-spot for female talent.

Communities of color still don’t see enough advisors “who look like them.”