Diversity and equality
Diversity and equality
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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 -
Though more women are entering the industry, gender bias and other historical barriers remain.
December 22 -
From top brokers and broker pay to succession planning, advising for Medicare, ChatGPT and our coverage of the independent space, these are the biggest stories FP published in the last year.
December 17 -
Don't know where to find diverse talent for your firm? No more excuses — here's everything you need, courtesy of the BLX Internship Program.
December 13 -
AAPI financial advisors are underrepresented in the industry and still sometimes feel unseen even within conversations about DEI, industry experts say.
December 5