Diversity and equality
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Firms must offer them to tap new talent amid the industry’s succession problems, the custodian says.
July 18 -
How one planner’s pro bono work changed how she approached teaching her children about financial matters.
July 6 -
None of the FP50 are close to equalizing their ranks of men and women.
June 25 -
After a social media quote provoked criticism, the special advisor on gender diversity replies.
June 19 -
Hiring former professionals could help firms improve diversity in a field that’s still 84% male.
May 30 -
The funds' success at asset gathering underlines an increasing interest from retail buyers, in addition to institutional investors.
May 24 -
The CEO of a large custodian firm challenged advisers to take on diversity or become irrelevant.
May 18 -
One way to effect positive change is by helping clients invest through a gender lens, says ThirtyNorth Investments exec Suzanne Mestayer.
May 3 - FP magazine
The "I am a CFP Pro" campaign will feature younger, more diverse voices from the planning community.
April 6 -
While women are far less likely to engage in misconduct, they're punished much more harshly for any infractions, per a new study.
March 14 -
Although underrepresented in the industry, the odds of women running a passive fund versus an active fund are 1.36 to 1, Morningstar says.
March 9 -
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.
February 15 -
Black employees at the firm say lucrative client accounts were often steered toward financial advisers who weren’t black.
January 3 -
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.
December 28 -
Domestic partners who shun marriage may want to rethink those convictions. Here’s why.
December 6 -
Some of the most significant financial planning changes advisers should consider when working with same-sex couples.
November 23 -
Some of the most significant financial planning changes advisers should consider when working with same-sex couples.
November 23 -
Advisers beware: This could be what's wrong with how you're communicating with female clients.
October 24 -
Relura Horton, former regional managing director at Fidelity Custody and Clearing, hopes to attract more women clients to her new firm.
October 5 -
More than 80% of women in the advisory business find the old boys’ network undercuts their professional development.
September 30

















