Diversity and equality

Allan Boomer, managing partner of Momentum Advisors, shares his best counsel on making it in a challenging, yet rewarding profession.

Kobby Okum of Edwards Jones details what his greatest challenge was as a newcomer to the profession.

Wealth manager Kobby Okum shares his expereince on challenges faced by newcomers to the planning profession.

RIA owner Allan Boomer shares his experiences of finding success as new member of the profession.

How Hurricane Harvey and mentoring efforts helped two advisors reframe their thinking about their industry and themselves.

The Ariel Investments president is an advocate for the increasing the number of women and minorities in boardrooms.

In recruiting more women and minorities, the regulator aims to reshape its homogeneous roster of arbitrators.

The relaunched program has the same name, but no new funding, a spokeswoman says.

The firm, which has faced racial discrimination allegations, is trying an alternative approach suggested by a professor at Harvard.

While her performance at the bank has been exemplary, she was denied opportunities that directly affected her pay, the advisor claims.

Firms must offer them to tap new talent amid the industry’s succession problems, the custodian says.

How one planner’s pro bono work changed how she approached teaching her children about financial matters.

None of the FP50 are close to equalizing their ranks of men and women.

After a social media quote provoked criticism, the special advisor on gender diversity replies.

Hiring former professionals could help firms improve diversity in a field that’s still 84% male.

The funds' success at asset gathering underlines an increasing interest from retail buyers, in addition to institutional investors.

The CEO of a large custodian firm challenged advisers to take on diversity or become irrelevant.

One way to effect positive change is by helping clients invest through a gender lens, says ThirtyNorth Investments exec Suzanne Mestayer.

The "I am a CFP Pro" campaign will feature younger, more diverse voices from the planning community.

While women are far less likely to engage in misconduct, they're punished much more harshly for any infractions, per a new study.