Gender issues

Amid all available career paths, “I think [asset management] just found me," said Julie Genjac, managing director of strategic markets at Hartford Funds.

Since joining the firm more than a decade ago, Kristen Capuano says her team has grown five-fold and now "handles all of our performance reporting.”

Shoehorning them into certain categories can lead to bias and crimp firm growth.

The industry's success hinges on listening to female clients, says Shelley O’Connor, co-head of wealth management at Morgan Stanley.

The fast-growing firm positions the promotions as part of a cultural shift toward greater inclusion.

Nina O’Neal is set to launch the Female Advisor Network, joining a number of planners taking diversity matters into their own hands.

Increasing diversity on your team can engender a greater feeling of inclusion among your client base and broaden your pool of prospects.

In an unusually frank discussion, women executives from five major firms urged the industry to get involved in educating young people about wealth management.

The W Source expects to reach more than 40 chapters over the next three months, creating referral groups of hundreds of professionals.

Boundaries and blind spots: Two advisors have a no-holds-barred conversation about working with clients of different genders.