Diversity and equality
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A group that's been historically blocked from growing generational wealth is ready to engage. Is the wealth management industry prepared?
January 31 -
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.
January 27 -
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.
January 19 -
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.
January 19 -
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.
January 18 -
At Future Proof 2022, the recently designated CFP discussed why the event was different from typical wealth management conferences.
January 15 -
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.
December 21 -
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.
December 20 -
The two Black financial advisors dropped their case, but constant litigation in the industry spotlights questions over firms' pledges to change.
December 16 -
New As You Sow research tracking hundreds of publicly traded firms adds to the many studies finding a positive correlation between diversity and results.
November 23 -
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.
November 21 -
The program offers veterans who face complex benefits systems help tailored to their unique needs.
November 14 -
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.
November 11 -
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.
November 8 -
DFD Partners offers its tech amid calls for greater disclosure of demographics and more access to portfolio allocations for historically excluded groups.
November 7 -
Leaving the nest has always been difficult for both parents and young adults, but some key lessons can help make the transition easier.
November 7 -
Between winning awards for her work in the DEI space and educating chief compliance officers, the ComplySci leader keeps a full schedule.
November 2 -
A behavioral science researcher and an HBCU planning professor gave financial advisors tangible steps that can alter the industry's legacy of exclusion.
October 27 -
Even if headcounts become more diverse, progress will stall if the culture of the industry isn't addressed.
October 26 -
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.
October 26
















