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More than a quarter of women in a recent survey say they are confident they will comfortably retire, while almost a third of men voiced the same confidence.
February 27 -
“Mandatory arbitration could be masking toxic cultures that are tolerating sexual harassment,” says a shareholder activist whose firm prompted Wells’ move
February 21 -
In a new episode of Financial Planning’s In|Vest Podcast, the impact investing consultant explains what prompted her to start collecting accounts of harassment, assault and discrimination.
February 20 -
While several tech giants have done away with the clause in the past few years, the process remains widespread on Wall Street, which pioneered it decades ago.
February 12 -
Firms must collaborate, rather than compete, to bring in more women and non-white advisors, says Cerulli Associates.
February 7 -
I don't need outside credentials to bolster my credibility — I have my own.
February 4
Solutions With Sonya -
The takeaway for other firms: Be explicit, clear and public about seeking women employees and creating a safe workplace for them.
January 29 -
Diversity statements and conferences are well and good but don’t go far enough. Here’s what will.
January 27
Solutions With Sonya -
With its appointment of Martine Lellis, one of the largest and most-acquisitive RIAs ups its leadership ranks to almost 40% women.
January 21 -
The gender gap is alive and well when it comes to career timeouts and savings often take the hit.
December 9
Ascensus -
When Advice Pay's Mary Moore shared the story of her alleged sexual assault, an outpouring followed. This public discussion is vital for change, says wealth manager Rachel Robasciotti.
December 6 -
The LPL Financial advisor is using his new influence to help firms create policies to prevent sexual harassment.
November 20 -
Adding to discomfort with the campaign, some women discovered that the firm was also using the ad as a way to generate sales leads, employees said.
November 14 -
Denika Tokunaga says breaking into the profession can be difficult if you don’t fit into the traditional image of a financial advisor. Here’s how she did it.
November 12 -
A Financial Planning editor's "jaw dropped" after reading a recent Wall Street Journal op-ed that downplayed the billionaire's remarks at the Tiburon CEO summit.
October 25
Arizent -
In two weeks since the Tiburon Conference, there have more than $2.7 billion withdrawals from Fisher Investments.
October 25 -
More than $1.8 billion has been yanked from the executive's investment firm.
October 21 -
The Iowa Public Employees’ Retirement System is yanking the $386 million it has invested after the billionaire made vulgar comments at an industry conference.
October 21 -
The country’s biggest RIA has already lost nearly $1 billion after its founder made inappropriate comments.
October 16 -
Clients of the $112 billion Fisher Investments, including large institutions, are in a position to reevaluate their relationship with Fisher after he shocked attendees Tuesday with lewd comments at the Tiburon CEO Summit.
October 15













