Our business isn’t just about big firms anymore, but we still see the old stereotype that investing is a man’s game dominated by Wall Street firms.

Courses at historically black colleges and universities are making the planning profession more accessible to students who’d never considered the career.

Even as the prospective client base grows more diverse, a majority of advisors remain male, white and over the age of 50.

The BNY Mellon Womenomics Fund, which picks companies that hire and promote women, has beaten the benchmark Topix every year since its inception.

The asset manager and custodial giant found positive correlations in several metrics for companies that focus on inclusion.

Women currently account for just 19% of Morgan Stanley’s managing directors.

Men dominate the largest financial institutions and the situation is even worse at family offices.

Other groups, such as those who used to itemize tax deductions but will now use the high standard deduction, are also advised to check their withholding taxes.

Women have long been under-represented among the brokerage ranks, says Elizabeth McCourt. She offers her insights as we continue the dialogue from our Recruiters Roundtable.

Three African-American industry leaders suggest how to improve diversity and inclusion.