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.

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.