Diversity and equality

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.”

The fate of Mary Mack is drawing attention because there are so few women within reach of the CEO suite across the nation’s 10 biggest banks.

They say banks have good policies but discourage use of them.

Two-thirds of women say they don’t work with an advisor because they believe they can’t afford it or don’t have the necessary assets.

How to solve the financial planning industry’s diversity problem.

The firm calls the lawsuit's claims "baseless."

The $5 million payment will be shared among other fathers employed by the firm who also missed out on a 16-week parental leave benefit.

The actively managed vehicle will invest in about 100 companies.

One of the most important aspects of any advisor-client relationship is how culture affects their conversations, experts say.

Advisor Group unveiled the prize-winning speech on the topic — along with eight new recruits to its IBDs — at its annual W Forum.

As Columbia Threadneedle’s head of North America marketing, Leslie Walstrom is focused on elevating the division beyond the traditional sales support.

As she advanced in her career, Franklin Templeton's Dina Ting had many mentors who helped her navigate challenges.

The first of her family to work in financial services, Dina Santoro leads the strategic product and marketing agenda for Voya Investment Management.

Since joining Mackay Shields as an investment management assistant 46 years ago, Lucille Protas is now president, executive managing director and COO.

Since making the decision to join Jeffrey Gundlach at DoubleLine, Luz Padilla now oversees a 16-person team with nearly $9 billion in AUM.

Since starting her career at Vanguard more than a decade ago, Denise Krisko has launched her own sub-advisory business that manages $4.5 billion.

As director of AllianceBernstein’s emerging markets debt strategies, Shamaila Khan oversees the management of the platform’s portfolios.