Diversity and equality

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.

Although underrepresented in the industry, the odds of women running a passive fund versus an active fund are 1.36 to 1, Morningstar says.

There are more CFPs over 70 than there are under 30. The board's Center for Financial Planning looks to fix that with new diversity and internship initiatives.

Black employees at the firm say lucrative client accounts were often steered toward financial advisers who weren’t black.

Adviser Zaneilia Harris seeks out clients who resemble a former version of herself — young, single, African-American women struggling to make wise choices — and keeps them by structuring compensation in an atypical way.

Domestic partners who shun marriage may want to rethink those convictions. Here’s why.

Some of the most significant financial planning changes advisers should consider when working with same-sex couples.

Some of the most significant financial planning changes advisers should consider when working with same-sex couples.

Advisers beware: This could be what's wrong with how you're communicating with female clients.

Relura Horton, former regional managing director at Fidelity Custody and Clearing, hopes to attract more women clients to her new firm.

More than 80% of women in the advisory business find the old boys’ network undercuts their professional development.