Diversity and equality

The authors of a new study explaining the specific significance of trusts for building Black wealth used the analogy of a beach filled with starfish.

Wells Fargo joins Bank of America, Citi and Charles Schwab in stepping away from its DEI policies.

Banks' latest annual reports, filed in the early weeks of the second Trump administration, provide a window into how the industry is adjusting to a new political climate.

Financial advisors and other industry professionals will be integral in boosting those generations' nest eggs by double digits through a Secure 2.0 provision.

Citi CEO Fraser announces the end of the diversity, equity and inclusion initiatives it had started a mere three years before.

In an annual report, Bank of America removed "aspirational" diversity goals and replaced the word "diversity" with "talent" and "opportunity," citing new laws and executive orders.

Critics including President Trump are ramping up the pressure on large corporations to drop their programs. But others doubted the firms' sincerity all along.

Cary Carbonaro provided a blueprint for wealth management firms and investors ahead of the looming transfer of tens of trillions of dollars in assets.

The name of the firm signals how she aims for the firm to be something more than a financial advisory company to women who are entrepreneurs and professionals.

The can-do work ethic of the firm's northeast divisional president took him across the country multiple times — and to the top of the profession.

The first-of-its-kind survey of the channel showed that among directors, women can expect tens of thousands of dollars less than men in the same roles.

Despite a flurry of executive orders targeting renewable energy, fossil fuels and environmental policy, advocates say many companies and countries are continuing ESG and DEI initiatives. But they might not be calling them that.

Texas and nine other Republican-led states are ratcheting up pressure on Wall Street's diversity programs, asking firms about their policies on hiring and supplier selections as the Trump administration moves to gut DEI.

The Pentagon agreed to create streamlined processes for those discharged under "Don't Ask, Don't Tell" to apply for new military records.

Tribal systems don't always align with federal and state laws when it comes to land ownership, inheritance and what constitutes an asset.

Founders Sonya Dreizler and Liv Gagnon said they hope their firm's successes provide "a stepping stone" for others to keep working toward its mission.

A policy idea first proposed by two economists in 2010 is gaining traction as a means of shrinking the racial wealth gap. Here are the findings of a new study.

More than five dozen stories from the past year reflect an era of building controversy and pushback amid ongoing efforts to remove barriers and promote careers.

From trending independence to the rise in AI in wealth management, these stories and series dove deep on issues of utmost importance to financial advisors in 2024.

Mentors encourage and inspire — sponsors take action to speed women's way up the leadership pipeline.