Diversity and equality
Diversity and equality
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Mentors encourage and inspire — sponsors take action to speed women's way up the leadership pipeline.
December 18 -
The current limits for a deduction tied to state and local duties and the debate on the extension of the TCJA provides a lens to examine gender-based disparities.
December 17 -
Bequests returning territorial assets to indigenous nations pose thorny questions for financial advisors and their clients, two experts tell FP.
December 5 -
President-elect Donald Trump's second administration signals the need for empathy and steps to protect estates or consider moving to a new state, advisors say.
November 22 -
A new study shows how the estate planning work of financial advisors carries a direct connection to reducing disparities over time.
November 21 -
The division director of the northeast for Raymond James Financial Services shares how the group works with some of the biggest names in the industry.
November 19 -
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.
October 31 -
As Trump makes inroads with Black voters, Harris has narrowed her focus on the historic racial wealth gap.
October 28 -
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.
October 24 -
The Female Advisor Network merged into the Women's Leadership Alliance in an effort to join together around the groups' shared goals.
October 23