Gender issues

Amanda Daugherty accused the wealth manager of gender-based discrimination and unlawful termination.

The principal for operations and strategy of an independent research firm explains the range of available products and ESG data.

The update is a step forward to being more inclusive of individuals who don’t identify as male or female.

Impact investment manager Rachel Robasciotti and other advocates say the private proceedings are harmful to victims and helpful to firms protecting serial harassers.

Environmental, Social, and Governance (ESG) principles have moved from nice-to-have to business critical. Hear how Citi is facilitating and driving change.

The systems are expected to be updated by the end of April, following calls from financial advisors on social media to make a change.

Homogeneous industries and male executives are the primary target clients of the new consultancy, Kathleen Zemaitis says.

Disclosing such information is rare in wealth management, but long overdue, says Andy Sieg.

Here’s how RIAs are falling short in their support for pregnant and new mothers and what they can do to change it, according to advisor Rianka Dorsainvil.

Jane Fraser, President of Citigroup and CEO of Global Consumer Bank, shares her thoughts on becoming the firm’s next CEO, expresses her gratitude for the outpouring of support she’s received, and pays homage to all the women who have paved the path before her.

As millennial and Gen-Z women take more control of their own finances and those of their families, they’re becoming less tolerant of bias, research found.

Increasing Black representation poses challenges that adding women may not: Most women elected to boards had professional connections with the white men who still dominate boardrooms.

The largest percentage of women advisors for any single firm rose from the previous year, but the available numbers paint a stark picture.

In a still male-dominated industry, does the network help attract and keep more women at the firm? CEO Shirl Penney says yes and has the results to prove it.

Many of the executives selected this year say the industry’s future may lie in its sudden change to a fully virtual business model.

“I don’t think the volatility will be over until we’re finished with this virus,” one RIA says.

Financial advisor Alex Chalekian started out his career with a mentor “who was not the nicest person.” Ever since, he has wanted to serve as a resource to fellow planners, he explains in an episode of Financial Planning’s Invest Podcast.

Finding the right collaborator changed my life.

Almost 50% associate negative emotions with the practice. Here’s how planners can help.

Finally, I was able to talk openly about how financial services can be more inclusive of women and people of color. But did I have to leave to do so?