Diversity and equality

Clients of the $112 billion Fisher Investments, including large institutions, are in a position to reevaluate their relationship with Fisher after he shocked attendees Tuesday with lewd comments at the Tiburon CEO Summit.

Among many who regularly attend industry gatherings, the surprise in Fisher’s remarks was that he spoke them into a microphone.

His remarks were “unacceptable,” Managing Partner Chip Roame says in an open letter to the industry.

The invitation-only event went into uncomfortable territory for some attendees.

The invitation-only event went into uncomfortable territory for some attendees.

The organization is focusing its efforts on diversity, technology and creative product development in 2020, says Jim Fitzpatrick, president and CEO of the group.

Clients should think of the years as empty buckets and keep the amount of income into each bucket level per year.

It's a hard truth that minorities and women are not well-represented in the financial planning industry. It's also a business problem.

The breakaways join 72 others who moved their practices to the firm in the second quarter.

While there are now 1,100 advisors who are women at the firm, they make up less than 16% of the headcount.

Only about 14% of financial advisors are female. Here’s advice from those who want to bridge that gap.

The insurer lost four prominent female executives earlier this year in departures CEO John Schlifske called “a step backward.”

The promotions broaden the pool of potential candidates to eventually succeed CEO Sergio Ermotti.

At her new OSJ, Laura LaTourette is teaming up with fellow influential planner Marci Bair to help educate allies and create more avenues for reps to meet.

With any level of success comes visibility, and with that comes a responsibility to lift up others.

The stark figures show that only about one-sixth or fewer of the sector’s financial advisors are women.

Smaller RIAs want to follow Schwab’s lead. Will the model boost diversity and attract younger clients?

It may seem counterintuitive, but differences of opinion can improve an organization.

Single women in their early 60s have saved roughly $37,000 less than men.

The message I heard was loud and clear: “You can’t be a financial planner because you are a masculine-presenting lesbian.”