Diversity and equality

Is your firm promoting diversified advisors? Can your clients relate to you despite cultural differences? Those questions and more were addressed by leaders of top wealth firms and regulatory agencies during FINRA's Diversity Leadership Summit this week.

As Trump makes inroads with Black voters, Harris has narrowed her focus on the historic racial wealth gap.

One of the leading changemakers in the profession is seeking to raise $1,000 per mile for nonprofits focused on increasing access to wealth management.

The Female Advisor Network merged into the Women's Leadership Alliance in an effort to join together around the groups' shared goals.

In its second year ever and first as a standalone event, the co-founders of a conference for Latino wealth management professionals share what to expect.

Marriage, government and employee benefits, and mental health often loom large for a base of clients that is more likely than straight peers to live alone.

Christopher Stroup was a petroleum engineer before becoming a financial advisor. Now a 2024 Rising Star, he has dedicated his career to providing LGBTQ clients and entrepreneurs with quality financial advice.

Changes in the makeup of wealth will push the industry to work with more female clients — even if it isn't ready to do so, financial advisors and executives said.

New Hispanic Market Certification Program launches this week to begin Hispanic Heritage Month.

Former NFL star and UBS Head of Sports and Entertainment Adewale Ogunleye said professional athletes tend to prefer female advisors for whom "male ego" does not get in the way.

Erin Reddick, founder of ChatBlackGPT, said advisors can use AI to make their firms more inclusive and diversify and grow their client base.

The Association of African American Financial Advisors is holding its annual Vision conference this week.

These 12 independent wealth management firms are setting a higher bar than their peers, but they and the industry still have a very long way to go.

Eight Broadridge employees rowed at the Paris Olympics this summer through the fintech's Elite Athlete Management Program.

The National Association of Treasurers launched a new tool that allows individuals to compare the features of different states' ABLE programs.

An innovative nonprofit's grant program enlists pro bono financial planners in an effort to keep longtime residents in place in a gentrifying area.

CHIP founder and CEO Dana Wilson originally created the platform as a directory of financial professionals of color. Now, Wilson wants to use the platform to address the racial wealth gap.

The many ways of measuring success in the West End of St. Louis could add up to policy solutions for narrowing the racial wealth gap — if the Invest STL Rooted program is successful.

In a panel, four financial advisors and executives shared why the field remains a difficult environment and what the profession can do to change its reputation.

Amid the painful backdrop of history and the scale of the present-day challenges, pro bono financial advisors are focusing on their clients.