Diversity and equality

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.

Unlike competing financial services firms, the asset manager has agreed to undergo a racial audit.

Amanda Daugherty accused the wealth manager of gender-based discrimination and unlawful termination.

The principal for operations and strategy of an independent research firm explains the range of available products and ESG data.

The update is a step forward to being more inclusive of individuals who don’t identify as male or female.

What's going on at LPL, Captrust, Avantax, Pershing, Citigroup, Edelman Financial Engines, and other quick takes from around the industry.

Impact investment manager Rachel Robasciotti and other advocates say the private proceedings are harmful to victims and helpful to firms protecting serial harassers.

Keith Beverly, one of a handful of Black CFP-CFA holders, is pushing to mint more.

Brokerage powerhouse commits to a reform program to expand opportunities for advisors of color.

JPMorgan Chase said it plans to hire 300 additional Black and Latino wealth advisors by 2025 to serve more clients from those communities and allow employees from diverse backgrounds to advance in their careers.

Employees indicated they want more personal time and women in particular have sought greater flexibility to work remotely, its co-head of wealth management says.