Diversity and equality

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.

LeCount Davis was the first African American to earn wealth management's "gold standard" of certifications. Today he's helping others do the same.

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.

She mixed outspoken activism with business pragmatism, launching a bank that helped hundreds of African Americans buy homes in her longtime community.

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.

White Americans still have twice as much retirement wealth as savers of color, research shows. Here's what experts recommend to shrink the gap.

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.

The co-founder of an internship program pairs aspiring financial planners and career changers with financial firms looking to widen their talent pools.

It's way past time for the industry to apply a core investment concept — diversification — to achieve gender equality in its ranks.

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.

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.

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.

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.

Though more women are entering the industry, gender bias and other historical barriers remain.

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.

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.

AAPI financial advisors are underrepresented in the industry and still sometimes feel unseen even within conversations about DEI, industry experts say.

Trans people come from all walks of life, including the rich. LGTBQ+ experts share how to serve them.

Indigenous people in America are experiencing a "renaissance" of wealth creation. Experts share what advisors seeking to work with them should keep in mind.

The basketball great and sports analyst says as opportunities grow for athletes and entertainers, so does the need for greater financial competency.