The financial services industry would be well served to focus on diversity, equity and inclusion not only to bring more people into the industry, but also to serve the demographics and needs of their ...

Jennifer B. Cona of Genser Dubow Genser & Cona writes: Law firms need to recognize the new reality and take proactive steps in order to attract and keep talent and clients alike. Running a law firm is ...

While some businesses grow through brilliant integrated marketing strategies, others are able to maintain a high level of success mainly through word-of-mouth referrals. Personal referrals are serious ...

This story was updated on August 13, 2022 to correct the number of Black CFP professionals. Wealth management as an industry has recently made great strides to reach a more diverse set of clients.

The rise of technology, particularly artificial intelligence, has revolutionized the way professionals identify, connect with and build relationships with potential clients. By leveraging these ...