Diversity and equality

Diversity statements and conferences are well and good but don’t go far enough. Here’s what will.

President Jim Fitzpatrick plans to address changing approaches to distribution and data management, and place more focus on diversity and inclusion.

If these black financial advisors meet the goal, it will defy the industry's stark racial disparities: early career growth at that level just “doesn't happen in our demographic,” one partner says.

With its appointment of Martine Lellis, one of the largest and most-acquisitive RIAs ups its leadership ranks to almost 40% women.

Current employment contracts benefit companies and silence women, according to an In|Vest West panel of advisors and industry professionals.

The gender gap is alive and well when it comes to career timeouts and savings often take the hit.

When Advice Pay's Mary Moore shared the story of her alleged sexual assault, an outpouring followed. This public discussion is vital for change, says wealth manager Rachel Robasciotti.

Wells Fargo welcomed 22 active duty members to its corporate office as part of a corporate fellowship program.

The LPL Financial advisor is using his new influence to help firms create policies to prevent sexual harassment.

The second annual event highlighted the business reasons firms should be prioritizing expansion of their diversity and inclusion initiatives.

Adding to discomfort with the campaign, some women discovered that the firm was also using the ad as a way to generate sales leads, employees said.

Denika Tokunaga says breaking into the profession can be difficult if you don’t fit into the traditional image of a financial advisor. Here’s how she did it.

The products provide advantages that “help women build savings faster: tax deferral and generally higher rates than CDs or Treasurys,” an expert says.

One full-page advertisement, featuring seven female employees at Fisher Investments, is headlined: “You Heard Their Story. Now Hear Ours.”

Christine Carona's former boss allegedly made derogatory comments about her personal life in front of UBS employees, according to the arbitration ruling.

While many workers don’t have access to pension plans, annuities can provide a source of guaranteed retirement income and address longevity risks.

A Financial Planning editor's "jaw dropped" after reading a recent Wall Street Journal op-ed that downplayed the billionaire's remarks at the Tiburon CEO summit.

Female-founded startups receive less that 3% of all global funding, a report found.

In two weeks since the Tiburon Conference, there have more than $2.7 billion withdrawals from Fisher Investments.

Seema Hingorani will help oversee relationships with the firm’s largest clients and create a new training program to develop talent.