Diversity and equality

"Looking at boards, leadership representation, diversity representation and other indicators can guide advisors to consider investing in companies that align with their clients’ objectives," writes Eve Ellis.

This likely means an ex-diversity chief from the firm will no longer be able to testify in a class action lawsuit with similar allegations, according to a legal expert.

Almost nine in 10 estate planners say women clients either lost their jobs, had their salaries cut or left the workforce during the pandemic, a study shows.

Four advisors launched a program for RIAs this summer with industry-changing potential.

Study after study shows that diverse teams lead to better outcomes. Here's how you can cast a wider net with fintech vendors.

With class actions up for appeal and a daunting process facing some ex-servicemembers, the Biden administration faces tests of its commitment to equality.

A research and methodology company with a star-studded board launched the product with an eye toward advisors, retail clients and institutional investors.

The company didn’t look into the incident carefully before firing Amy Cooper the following day, the suit says.

Last year, many banks made big, splashy pledges to advance racial equity. Now some of those banks are seeking to hold executives accountable for those efforts through their paychecks.

This moment has revealed an urgent need for rigorous frameworks that enable the comparison of companies’ performance against racial justice indicators, Earl Carr writes.

The advisor, who is Egyptian American, lost most of his client accounts to a white rep who poached them with support from management, a new lawsuit claims.

The former head of Bridgewater Associates suggests tying CEO pay to inclusion efforts.

The MC of the Conference of African American Financial Professionals discusses The American College of Financial Services’ efforts to improve diversity in the industry.

With Edward Jones poised to settle a racial discrimination class action for $34 million, what does the case say about the state of diversity and inclusion in wealth management?

Potential legislation from a more progressive Congress and pressure from activists groups could mean the end is near for forced arbitration.

Lose the jargon, get more digital and tone down the retirement talk.

The LPL and Private Advisor Group financial advisor serves on the Connecticut Autism Advisory Council, and he’s an expert in disability planning.

After appointing the committee and starting a new conference series, co-chairs Fanci Worthington and Stephen Oliver are asking all advisors to get involved.

In the real world and increasingly online, Black financial enthusiasts are pushing their followers to take bolder steps to create wealth.

More than 100 business leaders joined an hour-long Zoom call to discuss new restrictions in Georgia, Texas and other states.