Diversity and equality

The annual event returns with a theme that highlights the significance of inclusion in recruitment and retention efforts for lasting organizational change.

Experts from UBS and TBH Advisors share what to watch this year, as college sports seasons get underway.

Amid continuing underrepresentation and a lack of disclosure, these independent brokerages stand out from the rest in their hiring of female representatives.

Francis Kinniry of Vanguard and Brie Williams of State Street Global Advisors SPDR give advisors looking to survive the industry's next evolution some beachside advice.

Financial Planning's Justin L. Mack gives a first-person recap of the rap concert that closed out night three of the one-of-kind wealth festival featuring plenty of California beef, and California "grass."

A crew of firm founders and game changers now have a seat at the Wealth.com table.

Morgan Stanley Wealth Management's new digital financial education program aims to help young athletes, entertainers and emerging talent build and manage wealth.

Advisors who want to close the racial wealth gap must encourage Black and Hispanic clients to have estate plans, a new research brief says.

Here's how advisors can help fix the gender gap in investing — and position themselves to win business from women, as their wealth grows.

Experts say Black families planning to preserve past, present and future generations' wealth have a special set of circumstances to keep in mind. Here are a few tips that can help.

The largest annual gathering of Black professionals across financial services championed the reclamation of Black wealth and explained the important role advisors play in the pursuit.

Here's how these three women are advancing financial planning in their communities.

In recent decades, a stubborn savings gap has persisted between white and Black Americans.

Prudential is partnering with the American College of Financial Services to educate Black individuals on financial wellness.

In an industry where women are still heavily underrepresented, here's what firms can do to attract and retain female talent.

Alfred Edmond Jr., senior vice president and executive editor of Black Enterprise, is confident DEI is here to stay.

For socially-conscious planners, helping high net worth clients grow their wealth can be an alienating experience.

The first-of-its kind conference is for all Latino or Hispanic-identifying professionals who want to become advisors or grow in the field.

Studies examining customer attitudes about their planner's identity often run up against the reality financial professionals say they experience.

Around three in five women breadwinners said financial professionals have wrongly assumed their partner is the primary earner, according to a new UBS report.