Gender issues

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.

The LPL Financial advisor is using his new influence to help firms create policies to prevent sexual harassment.

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.

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.

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.

In two weeks since the Tiburon Conference, there have more than $2.7 billion withdrawals from Fisher Investments.

More than $1.8 billion has been yanked from the executive's investment firm.

The Iowa Public Employees’ Retirement System is yanking the $386 million it has invested after the billionaire made vulgar comments at an industry conference.

The country’s biggest RIA has already lost nearly $1 billion after its founder made inappropriate comments.

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.

Among many who regularly attend industry gatherings, the surprise in Fisher’s remarks was that he spoke them into a microphone.

His remarks were “unacceptable,” Managing Partner Chip Roame says in an open letter to the industry.

While there are now 1,100 advisors who are women at the firm, they make up less than 16% of the headcount.

Only about 14% of financial advisors are female. Here’s advice from those who want to bridge that gap.

The insurer lost four prominent female executives earlier this year in departures CEO John Schlifske called “a step backward.”

The stark figures show that only about one-sixth or fewer of the sector’s financial advisors are women.

It may seem counterintuitive, but differences of opinion can improve an organization.

Single women in their early 60s have saved roughly $37,000 less than men.

Two-thirds of women say they don’t work with an advisor because they believe they can’t afford it or don’t have the necessary assets.

How to solve the financial planning industry’s diversity problem.