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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 25Arizent -
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