Diversity and equality

As a significantly underrepresented group in the industry, Black planners and other wealth management professionals of all backgrounds have been tapping into the Quad-A network and professional development opportunities for decades.

Looking past the headline numbers, there are reasons to be concerned about the condition of the U.S. economy. Particularly troubling is the fact that large numbers of Americans live financially precarious lives.

In a series of webinars and journal articles, two lawyers and a financial planner are leading a collaborative discussion about how estate planning professionals can better serve African American clients and, in turn, all customers.

A gathering for LGBTQ advisors and allies the day before LPL's flagship Focus conference drew executives, big-name sponsors and a standing-room crowd. So Marci Bair and other organizers are planning a standalone event next spring.

A $5,000 scholarship from Cary Carbonaro and the CFP Board aims to help break financial barriers for women seeking to enter financial planning.

More than half of the independent brokerages participating in this year's IBD Elite study declined to disclose the share of women among financial advisors at their firms. Those that did provide data have done more to advance women than many of their rivals in the independent brokerage channel of wealth management.

Seven federal agencies rescinded a 2022 guidance that encouraged creditors to offer special purpose credit programs to underserved communities.

Women are projected to receive more than $100 trillion in the so-called great wealth transfer. But their planning needs can differ from men's.

The Federal Trade Commission has ended enforcement of disparate-impact claims under federal antidiscrimination law, aligning with the stance taken by other federal agencies during the Trump era.

Speakers at The American College of Financial Services' CAAFP like investing legend John Rogers shed light on how people fuel long-term success in the industry.

An albeit smaller sample of financial advisors participating in FP's Compensation Survey nevertheless reflected the industry-wide trend around gender pay gaps.

Credit unions have a long history of serving diverse members. In a climate where programs designed to promote diversity, equity and inclusion are under constant attack, they should double-down on that commitment.

Housing advocates and compliance firms are suing to block a rule from the Consumer Financial Protection Bureau that they say guts the Equal Credit Opportunity Act.

Jason Co is out to prove that advisors can serve Asian Americans effectively and profitably. His FAANetwork is the result.

The Consumer Financial Protection Bureau finalized a new version of a small-business lending rule that took 17 years to get over the finish line. Banks are still lobbying for the rule to be repealed.

Assistant Secretary for Fair Housing and Equal Opportunity Craig Trainor encouraged the real estate industry to reconsider advice received from DEI experts.

The Consumer Financial Protection Bureau is poised to finalize a contentious rule mandating the collection of demographic data on small-business borrowers, with the aim of ensuring equal access to credit for women and minority owners.

The Consumer Financial Protection Bureau has finalized changes to Regulation B, which implements the Equal Credit Opportunity Act, to eliminate any liability for indirect discrimination by lenders. The change represents a major shift in how the agency polices lending discrimination.

Finance and education veteran Walter Rendon wants to ensure that more young people get the training and mentorships that helped him break into the field.

Goldman Sachs comes under fire for its commitment to diversity, and Jamie Dimon sounds like he's running for something.