Diversity and equality

A relatively small fraction of financial advisors can speak languages other than English, making multilingual planners a distinctly valuable asset for firms looking to attract and retain clients.

A McKinsey study highlights the growing financial power of investors who are women and underscores that financial advisors who ignore them risk missing out on a $10 trillion opportunity.

Advisor and women in wealth advocate Cary Carbonaro charts her struggle for respect and pay parity after a buyout by a big investment bank.

Over half of America's workforce lacks access to retirement plans like 401(k)s. A new bill aims to change that.

A corporate consultant turned financial advisor embraced a hybrid team structure to succeed in her new career.

An investor who began his career at Ameriprise collected profiles of professionals from an array of fields whose achievements point the way forward.

A house on Alaska Avenue in Cincinnati's Avondale neighborhood is central to one planner's protests over HUD's possible clawback of 78 grants.

Age, gender, and race can all play a role in how clients view relationships with their financial advisors, according to new research from the TIAA Institute and MIT AgeLab.

These tax-advantaged savings accounts will be open next year to a much wider range of disabled clients.

Retirees are living longer than ever, but the wealth management industry is far from unanimous about how to plan around that fact.

Organizations that work toward boosting industry diversity say President Trump and other critics may be missing the moral and business implications of their efforts.

The murder of George Floyd nearly five years ago prompted many wealth managers to recommit to diversity, equity and inclusion. Some worry what little progress they've shown since is now at risk.

The authors of a new study explaining the specific significance of trusts for building Black wealth used the analogy of a beach filled with starfish.

Wells Fargo joins Bank of America, Citi and Charles Schwab in stepping away from its DEI policies.

Banks' latest annual reports, filed in the early weeks of the second Trump administration, provide a window into how the industry is adjusting to a new political climate.

Financial advisors and other industry professionals will be integral in boosting those generations' nest eggs by double digits through a Secure 2.0 provision.

Citi CEO Fraser announces the end of the diversity, equity and inclusion initiatives it had started a mere three years before.

In an annual report, Bank of America removed "aspirational" diversity goals and replaced the word "diversity" with "talent" and "opportunity," citing new laws and executive orders.

Critics including President Trump are ramping up the pressure on large corporations to drop their programs. But others doubted the firms' sincerity all along.

Cary Carbonaro provided a blueprint for wealth management firms and investors ahead of the looming transfer of tens of trillions of dollars in assets.