Diversity and equality
Diversity and equality
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The soaring number of firms disclosing their workforce demographics is bringing sobering numbers to light and displaying the shortcomings of available statistics.
May 31 -
The product, designed for wealth management customers, is the first in the U.S. to implement Mastercard's Touch Card, which helps people distinguish credit, debit and prepaid cards through a notch on the card's edge.
May 24 -
Goldman Sachs Group is in talks to settle a high-profile lawsuit alleging gender pay disparity, ahead of going to trial next month, according to people with knowledge of the matter.
May 3 -
A new report found more than 542 shareholder resolutions filed on ESG issues as of mid-February in this year's proxy season. But anti-ESG proposals also jumped.
May 2 -
The median white family reaches retirement with $188,200 saved, compared to $36,000 for Hispanics, and just $25,000 for Blacks.
May 2 -
Along with co-founder Daniel Guillen, the 30-year veteran of the profession is building a firm that he says has given him his "second wind" for the future.
April 25 -
The firm could be roasted on the coals of its own publicly shared goals for increased hiring and support for diverse advisors, as well as its internal data that allegedly tracks related metrics.
April 13 -
Wealth managers are increasingly pledging to address diversity, equity and inclusion in their businesses.
April 4 -
The initiative aims to improve the underrepresentation of women in the financial planning industry, who comprise not even one in four of all CFP credential holders.
March 28 -
Only 13% of 242 active manager portfolios across the world had a woman as lead or co-lead in 2022, according to new research. The number has hardly changed over the past two decades.
March 28