Gender issues

Amid all available career paths, “I think [asset management] just found me," said Julie Genjac, managing director of strategic markets at Hartford Funds.

Since joining the firm more than a decade ago, Kristen Capuano says her team has grown five-fold and now "handles all of our performance reporting.”

Shoehorning them into certain categories can lead to bias and crimp firm growth.

The industry's success hinges on listening to female clients, says Shelley O’Connor, co-head of wealth management at Morgan Stanley.

The fast-growing firm positions the promotions as part of a cultural shift toward greater inclusion.

Nina O’Neal is set to launch the Female Advisor Network, joining a number of planners taking diversity matters into their own hands.

Increasing diversity on your team can engender a greater feeling of inclusion among your client base and broaden your pool of prospects.

In an unusually frank discussion, women executives from five major firms urged the industry to get involved in educating young people about wealth management.

The W Source expects to reach more than 40 chapters over the next three months, creating referral groups of hundreds of professionals.

Boundaries and blind spots: Two advisors have a no-holds-barred conversation about working with clients of different genders.

New data shows an increase in the number of CFP professionals who are people of color and women. But is it enough?

Millennials should start setting money aside early and consistently, but without depriving themselves.

The average woman will work 12 fewer years than a man, according to one expert. There’s a “slew of issues” around this topic.

The industry risks becoming more of a boy’s club, rather than less of one.

The firm’s efforts mirror those at other firms and associations that are trying to improve the profession’s diversity.

Tania Mirchandani alleges that she lost her job because she took Goldman’s entire four-month paid family leave.

Some pointers from colleagues and mentors inspired female planners in unexpected ways.

Conventional wisdom says to wait as long as possible to claim retirement benefits, but there are exceptions to the rule.

Industry efforts still have far to go as less than 3.5% of the 80,000 CFP professionals were black or Latino in 2017.

Still, the bank’s revenue-producing operations are split into four divisions, which are all run by men.