SHOOK Research creates rankings of role models—advisors that are leading the way in offering best practices and providing a ...

Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to select an advisor the way they would select a doctor—interviewing ...

The Importance of Trust The scarcity of financial advisors from diverse backgrounds has far-reaching consequences for people of color and women, researchers argue. First, trust and empathy are key ...

Financial planning app WealthMore aims to advise non-affluent investors — especially women and people of color ...

In the past two decades, women have slowly but surely gained a solid foothold in the financial advisor industry, which has ...