Diversity and equality
Diversity and equality
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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 27 -
Though more women are entering the industry, gender bias and other historical barriers remain.
December 22 -
From top brokers and broker pay to succession planning, advising for Medicare, ChatGPT and our coverage of the independent space, these are the biggest stories FP published in the last year.
December 17 -
Don't know where to find diverse talent for your firm? No more excuses — here's everything you need, courtesy of the BLX Internship Program.
December 13 -
AAPI financial advisors are underrepresented in the industry and still sometimes feel unseen even within conversations about DEI, industry experts say.
December 5 -
Trans people come from all walks of life, including the rich. LGTBQ+ experts share how to serve them.
December 4 -
Indigenous people in America are experiencing a "renaissance" of wealth creation. Experts share what advisors seeking to work with them should keep in mind.
November 29 -
The basketball great and sports analyst says as opportunities grow for athletes and entertainers, so does the need for greater financial competency.
November 28 -
A female Citigroup Inc. equities managing director sued the bank, alleging that she endured "horrifying" sexual assault and harassment by superiors
November 21 -
Employees at Ballentine Partners, a multifamily office and RIA, say their firm can be an example of how small or midsized independent firms can advance on DEI.
November 17