Over her more than 20 years in the industry, financial advisor Nina O’Neal has seen wealth…
Tag: Diversity and equality
How to retain widowed clients in the great wealth transfer
The great wealth transfer will see an almost unimaginable amount of money delivered into women’s hands…
How to thrive as a financial advisor with ADHD
When Aubrey Williams, a financial advisor at Open Path Financial in Goleta, California, watched his kids…
Here’s what women are sick of hearing from advisors
Historically, the wealth management industry has been largely by and for men. Today, a smaller share…
How advisors can work with disabled clients
Trust is always an issue for clients trying to find a financial advisor. But that can…
EBRI: High-earning Black Americans save less for retirement
For many Black Americans, even high-paying jobs aren’t enough to close the retirement savings gap with…
3 insights for financial advisors serving LGBTQ clients
When it comes to financial planning, no two clients are the same. Financial advisors say that’s…
Morningstar conference keynotes focus on financial advisors
The rise of private investments, boosting access to advice, succession planning and serving clients who are…
How women can find success as financial advisors
Women can find success as financial advisors or wealth management professionals, but they need to connect…
5 lessons for retirement planning with transgender clients
Retirement planning with clients is never simply about the numbers, advisors say. That’s equally the case…
Impact of Trump anti-DEI orders on SEC is murky
The Securities and Exchange Commission has purged guidance from its website regarding fund manager diversity, but…
Financial advisors use second languages as a planning niche
Advisors often carve out niches by focusing on unique client groups, from tech start-up millennials to…
Advisors share go-to strategies for connecting with women clients
Women are set to control a growing share of U.S. wealth, and financial advisors who ignore…