Diversity and equality
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Professor Mara Derderian at Bryant University explains why mentorship is vital to diversifying the male-dominated finance industry.
March 20 -
For the second straight year, Goldman Sachs shareholders have filed a proposal calling for more details on racial and gender pay gaps. The request comes as the investment banking giant faces scrutiny over its lack of high-ranking women leaders.
March 19 -
Single women are poised to gain trillions of dollars in wealth by the end of the decade. Here's what financial advisors need to know about working with them.
March 8 -
Ditch the Monte Carlo scenarios and 20-page reports — today's woman investor expects tangible, actionable advice to reach her goals.
March 6 -
From C-suites down, American finance is quietly reassessing its promises to level the playing field — and, in many cases, rolling them back.
March 4 -
Stubbornly persistent differences between white and Black households' income and assets present financial advisors with the big-picture implications of their work.
March 1 -
Too many clients are having important conversations with financial planners who don't share a similar background. That needs to change.
February 22 -
LeCount Davis was the first African American to earn wealth management's "gold standard" of certifications. Today he's helping others do the same.
February 20 -
Though she is widely considered the first African American woman to be a stockbroker, some blurriness surrounds what is known about the rest of her life story.
February 20 -
She mixed outspoken activism with business pragmatism, launching a bank that helped hundreds of African Americans buy homes in her longtime community.
February 20 -
Inspired by the examples of his grandmother and his mother, the Houston fixed-income legend launched one of the largest Black-owned investment management firms.
February 20 -
Yesterday's historic "firsts" blazed a trail for those of today — with a moral and business imperative for the industry to learn from these five figures' examples.
February 20 -
White Americans still have twice as much retirement wealth as savers of color, research shows. Here's what experts recommend to shrink the gap.
February 9 -
The profession displays a stunningly high rate of attrition in the first year. Here's how wirehouses and regional brokerages must try to change with the times.
February 6 -
The co-founder of an internship program pairs aspiring financial planners and career changers with financial firms looking to widen their talent pools.
January 31 -
It's way past time for the industry to apply a core investment concept — diversification — to achieve gender equality in its ranks.
January 25 -
The GameStop saga is long over, but the retail investors who drove it could turn into long-term clients if wealth management firms adapt to changing times.
January 19 -
For advisors seeking a type of independence that defies industry norms of success, two female CFPs have launched a co-op promising to be a firm of one's own.
January 10 -
From the rise of ChatGPT to ESG hypocrisy and in-depth reporting on DEI issues in wealth management, these are the stories that garnered awards for FP reporters in 2023.
December 29 -
The wealth management industry continues efforts to confront long- standing diversity issues. But those putting in the work know there is a long way to go.
December 27



















