Gender issues

Being raised by a single mother and going through two divorces taught Loreen Gilbert how to be a better planner, she writes.

The bank is said to have been aware of the accusations for years.

Which industries have the highest prevalence of unwanted sexual conduct in the workplace? Will the #MeToo movement have a lasting impact? Key findings from a SourceMedia survey.

From inappropriate touching to belittling comments, women advisors confront workplace environments that are far from welcoming.

“For progress, we need to make people just the right amount of uncomfortable," says Erika Karp of Cornerstone Capital Group.

The Senator wants to know what the SEC is doing to prevent harassment at banks.

Of the 46 advisors newly appointed as managing directors at the firm, only three were women.

The San Francisco-based firm is the third major U.S. bank in recent weeks to change its policies on pay transparency.

Parker’s candid responses to Financial Planning’s rapid-fire queries on new digital tools, sexual harassment, Social Security planning, deal-making, how (not) to talk to clients about the stock market run-up and more.

It’s an uncomfortable topic, especially after a bruising round of accusations in the 1990s.

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.