Diversity and equality

Women often feel talked down to when it comes to financial matters. Advisors with experience serving women clients say the industry has a lot of work to do to change this.

The National Legal and Policy Center has successfully urged companies like Goldman Sachs and American Express to remove DEI from their board selection process, but now it argues that SEC actions are restricting shareholder rights too much.

From reducing cognitive load to rethinking meeting formats, small changes can lead to big improvements for some clients.

Impact investing experts admit that the first year under President Trump has brought changes to the rhetoric around ESG. The realities look far more murky, though.

A solid sixth man for the Milwaukee Bucks built his family's wealth after his playing days. Here's what financial advisors and investors can learn from his example.

Starting in 2026, the starting age limit for those with significant disabilities to take advantage of these tax-advantaged savings accounts has been raised by 20 years.

Mary Kate Gulick's case was dismissed with prejudice, a year after the case's allegations against a major RIA drew significant attention across the industry.

Financial therapist Rahkim Sabree wove his personal experiences into a detailed manual on a problem he and others say is often glossed over by the industry.

The challenge bedevils many heirs' property owners. Here's why experts say it's such a threat and how financial professionals can help guide families through it.

In a field with very high rates of attrition, financial planners are finding pillars of support in study groups as they work to reach more young customers.

The largest annual event for Black financial advisors drew support from some of the biggest names in the industry.

For advisors who invest in cultural understanding, bilingual support and education, the growth opportunity is vast.

Many express frustration with either real or perceived doubts about clients' concerns, but experts say they're missing an opportunity to address them up front.

A speech by Louis Barajas, a panel on entrepreneurship and a dating game-style mentorship matching event illuminated advisors' hard-earned lessons.

A record high in attendance and backers like LPL, Morgan Stanley, Carson Group and FPA highlight how the industry has taken notice of the SER Summit.

The numbers don't reflect much change in the low representation of female wealth management professionals, but there are some signs of progress.

Today's bereaved women clients expect respect, empathy and real connection from wealth managers as the great wealth transfer unfolds.

Retired women find themselves leaning on Social Security as a primary source of income at greater rates than men, according to new research from the Transamerica Institute. Financial advisors say that has significant implications for retirement planning.

Being a financial advisor with ADHD comes with challenges. But it can also lead to positive change.

Women are gaining trillions in assets every year. Advisors who want to be recommended by women clients to other women to manage it should learn what not to say.