Gender issues

The ratio of women to men CFP holders hasn’t changed for at least a decade. Kathleen McQuiggan wants to change that.

Here's how independent advisors can build a culture of zero tolerance for gender discrimination.

'It wouldn't have happened without Focus,' the Colony founder says, adding that the aggregator has supercharged growth for his firm across seven deals.

While the ranks of women who hold the certification surged, they still make up only 23% of the pool.

Planners have picked up some bad habits over the years. Here’s what do to about it.

It’s been a busy first year for the firm’s new chief. Jamie Price responds candidly to Financial Planning’s rapid-fire queries.

Financial advisory practices need to take responsibility for setting a positive culture and stopping abuse.

As technology forces rapid evolution, conditions will improve for entrepreneurial women.

It's a draining process for clients, but financial planners can provide real support.

How one planner’s pro bono work changed how she approached teaching her children about financial matters.