Gender issues

Having benefited from mentors throughout her career, Amy Zhang now guides other women and minorities on their paths to success.

GraniteShares had yet to launch a fund when Kristen Winther joined two years ago. Now with five products on the market, it’s a “full-fledged business.”

As the first woman executive at Carson Group, Teri Shepherd made it a priority to increase the number of women advisors at the firm.

As FS Investments' chief U.S. economist, Lara Rhame mentors four women at the firm, meeting regularly to discuss their professional and personal goals.

As a PNC executive, Nicole Perkins looks at her position as a role model and thinks of it as "giving back or paying forward, however you look at it."

There are many more options for advisors who seek gender-equality based investments for clients, says planner Luisamarie Ruiz Carlile.

Since becoming Franklin Resource's first woman president, Jenny Johnson oversees a majority of the firm’s investment management services.

“If you’re not given an avenue to prove yourself, then effort and skill set will only go so far,” Shannon Saccocia says.

One thing that excites Dana D’Auria about the industry right now is factor investing, which helped draw her to Symmetry Partners 12 years ago.

As a senior research analyst at Robo Global, Lisa Chai helps manage a portfolio of index funds with a focus on robotics, automation and AI-related companies.

Many of those selected have focused their careers on helping women thrive in an industry where nearly 90% of the managers are men.

Aside from being some of the strongest overall industry performers, many have helped their peers thrive in a business in which they are a clear minority.

Scheduling freedom allows for more time with the kids, say those in the industry.

Aside from filling an obvious gender gap, new evidence is emerging about the reasons why firms should promote diversity.

The firm incorrectly coded her payout at the institutional rate, a mistake that impeded her ability to move up the pay grid and attain bonuses, she alleges.

Lower incomes, longer lives and time out of the workforce means women lag men when it comes to preparing for retirement. Advisors can help.

The Massachusetts senator is struggling to get data that shows how bad sexual harassment might be on Wall Street.

Financial planning professionals tell us sexual harassment is pervasive. Can that change?

Like other broker-dealers, the firm is far from achieving a ratio of 50/50 men-and-women planners.

While American women earn only 82 cents for every dollar men earn, the wage gap is far greater for female planners.