Diversity and equality

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.

Leaving the nest has always been difficult for both parents and young adults, but some key lessons can help make the transition easier.

Between winning awards for her work in the DEI space and educating chief compliance officers, the ComplySci leader keeps a full schedule.

A behavioral science researcher and an HBCU planning professor gave financial advisors tangible steps that can alter the industry's legacy of exclusion.

Even if headcounts become more diverse, progress will stall if the culture of the industry isn't addressed.

A new Arizent study finds that the wealth management industry is lagging behind on diversity, equity and inclusion progress. Still, many advisors believe in the value of diverse perspectives.

Exclusive Arizent research found that more than 95% of employees think they have something to learn from people who are different from them. But only 66% think that diverse companies make better decisions. We explore the disconnect.

The four Black planners have worked for some of the largest firms in the industry. Now they've started their own ensemble practice.

Efforts to increase diversity in the wealth management industry include Raymond James' Black Financial Advisors Network and the BLX Internship Program.

'The face of wealth is changing,' Sieg said, calling Black talent important to winning business from the fast-growing Black wealthy.

Sexual assaults, lurid propositions and a sex tape pack the latest filings in a class action against Goldman Sachs. But it's a boss's comment about his assistant's engagement ring two decades ago and a woman who complained an executive checked her out that have set off an especially bitter dispute in the case.