Changes in the makeup of wealth will push the industry to work with more female clients — even if it isn't ready to do so, financial advisors and executives said.

New Hispanic Market Certification Program launches this week to begin Hispanic Heritage Month.

Former NFL star and UBS Head of Sports and Entertainment Adewale Ogunleye said professional athletes tend to prefer female advisors for whom "male ego" does not get in the way.

Erin Reddick, founder of ChatBlackGPT, said advisors can use AI to make their firms more inclusive and diversify and grow their client base.

The Association of African American Financial Advisors is holding its annual Vision conference this week.

These 12 independent wealth management firms are setting a higher bar than their peers, but they and the industry still have a very long way to go.

Eight Broadridge employees rowed at the Paris Olympics this summer through the fintech's Elite Athlete Management Program.

The National Association of Treasurers launched a new tool that allows individuals to compare the features of different states' ABLE programs.

An innovative nonprofit's grant program enlists pro bono financial planners in an effort to keep longtime residents in place in a gentrifying area.

CHIP founder and CEO Dana Wilson originally created the platform as a directory of financial professionals of color. Now, Wilson wants to use the platform to address the racial wealth gap.