Practice

The firm’s talent-analytics associate director had claimed the company hired fewer women than men and that she was paid less than her male counterparts.

Representation of women and minorities remains “startlingly” low.

The “one day at a time” mantra was particularly helpful in leading my team and clients through the COVID-19 pandemic.

The bank was seeking to overturn some $400,000 in attorney fees awarded to four advisors as part of a $2 million case.

“A typical Gen Z-er may not be as interested in owning a mutual fund," says Contrafund's Will Danoff.

No vaccine will return advisors and clients to pre-COVID-19 times— it’s time to let go and keep building.

CEO Robert Cook has launched a task force and started assessing his own actions, he said in a panel at the Quad-A Vision conference.

Ameriprise, for example, has hosted more six times as many advisors virtually than it did in person last year.

Several companies said this week they’re slashing expenses as the economy limps along. Others would prefer to keep investing in new technologies to better gauge which changes in consumer behavior will stick.

Three out of the top four RIA custodians compete directly with their RIA clients through their networks of branch offices and call centers.