Diversity and equality

Marguerita Cheng's career path highlights the barriers many women and minorities face in wealth management – and how to push through them.

Data shows that women and people of color embrace hybrid work more than men do. But the trend brings new challenges to creating a more inclusive workplace

The journey toward financial clarity can connect investors with their families and expand their financial options into the future.

The eight-week fellowship aims to close the racial gap in asset management

A union with nearly 2 million members and other progressive groups say the four giant investment firms "effectively blocked action" on shareholder proposals.

While new data shows Black individuals investing more, the trend has been driven by a focus on riskier investments.

The program that aims to place the next generation of underrepresented advisors with fee-only firms is literally overflowing with talent.

The banking industry appears to be stuck when it comes to diversifying the leadership ranks.

Jeffrey L. Bowman, co-founder and CEO of Reframe, explains why companies are struggling to stay committed to their DEI efforts.

Gatekeepers say successful wealth managers have to fit a specific mold. But four women leading the way in financial services have seen the framework broken time and time again.

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.