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.

To remain successful in the workforce of the future, advisors will need to adapt and evolve to find new growth and meet clients' needs.

More than a third of financial advisors will retire in the next decade in a profession in which nearly 3 out of 4 rookies fail to make the grade, creating a headcount problem for the industry.

The disturbing nature of the claims and puzzling sequence of events add a fraught layer to what was already going to be a challenging CEO handoff from the founder.

An M&A deal brings a fourth office location to the ambitious firm launched in 2019 by Jason Ray and Chelsea Ransom-Cooper.

In "The Black Tax," professor and historian Andrew W. Kahrl explores how the racial wealth gap in America has roots in unfair tax practices.

Experts from the Fed, Intuit and the Urban-Brookings Tax Policy Center explored ideas for more effective ways to advance the goals of the mortgage interest deduction.