Diversity and equality

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.

The Invest STL Rooted program provides longtime residents with grants and financial planning. Here's why its success could be crucial to building wealth in communities nationwide.

The trailblazers who have found success in challenging circumstances shared key lessons and best practices as part of what will become an annual event.

Financial advisors can create welcoming spaces, understand family structures, be thorough with paperwork and maximize savings.

The payout of nearly $20 million reflects the mixed status of Black representation among financial advisors at the largest wealth management firms.

These issues loom especially large for the LGBTQ client base, which is the focus of a new national initiative launched by financial advisors, lawyers and other professionals.

In recent years, the wealth gulf between white and Black families has only grown. But there is hope that advances in fintech, such as wider adoption of artificial intelligence, can help.

In their first interview about the shakeup atop the influential organization for Black financial advisors, its interim leaders emphasized continuity amid the shift from Christian Nwasike.

Homeownership among Asian American and Pacific Islanders is at an all-time high, but they face unique obstacles that financial planners must take into account.