Diversity and equality

The annual event connects wealth management veterans with students exploring the industry and profession.

A fraught but often-overlooked episode near the end of the retired baseball legend's life carries lessons and inspiration for financial professionals.

The bank's delay in investigating the case forced the plaintiff to resign from the bank in July 2021, according to the complaint. Wells said that it takes allegations of misconduct "very seriously."

An online education service launched by financial advisor George Acheampong is teaching its 2,300 members about private investments.

Sisters Jewel Waller Davis, Joyce Waller Baden and Betty Waller Gray reflect on the financial lessons of their family's 120-year-old business and proud history.

A group that's been historically blocked from growing generational wealth is ready to engage. Is the wealth management industry prepared?

Chelsea Ransom-Cooper, a managing partner and director of financial planning at Zenith Wealth Partners, spoke with FP about what the big firms are getting right — and what's missing from their DEI strategies.

Wealth management still has a long way to go if it hopes to reflect the nation it serves. But advisors say small steps still move us forward.

The fintech startup will donate a free year of its services to members of The Center of Innovation for Diversity, Equity and Inclusion in Finance.

A woman suing JPMorgan Chase for facilitating her sexual abuse by Jeffrey Epstein claims Jes Staley "personally observed" that abuse when he was the bank's head of private wealth.

At Future Proof 2022, the recently designated CFP discussed why the event was different from typical wealth management conferences.

A report from the bank's asset management division shows that American women are financially ill-equipped for retirement and suggested how employers can help.

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.

The two Black financial advisors dropped their case, but constant litigation in the industry spotlights questions over firms' pledges to change.

New As You Sow research tracking hundreds of publicly traded firms adds to the many studies finding a positive correlation between diversity and results.

In her historic year, Kamila Elliott planted many seeds for improving diversity within, access to and awareness of the financial planning profession, but she says it has a long way to go.

The program offers veterans who face complex benefits systems help tailored to their unique needs.

Women board members affiliated with Wells Fargo, S&P Global and Moelis shared advice for getting onto boards successfully at American Banker's Most Powerful Women in Banking conference.

Titi Cole of Citi, Ellen Patterson of Wells Fargo and Ernie Johannson of BMO swapped tales and tips on being mentors and mentoring others, at American Banker's Most Powerful Women in Banking conference.

DFD Partners offers its tech amid calls for greater disclosure of demographics and more access to portfolio allocations for historically excluded groups.