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The firm’s talent-analytics associate director had claimed the company hired fewer women than men and that she was paid less than her male counterparts.September 18
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The robo advisor hopes transparency on employee demographics will encourage change.August 19
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As one of the fewer than 1,400 black CFPs, I hope to be a gateway to economic empowerment and generational wealth for the African-American community, writes planner and contributor Zaneilia Harris.August 6
CFP, PresidentHarris & Harris Wealth Management Group
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The asset manager’s culture is allegedly one in which women's careers are destined to stall and portfolio-manager ranks are reserved for white men, the lawsuit claims.July 28
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Asset manager Blueprint Capital Advisors claims they stole confidential business information and discriminated against the Black-owned firm.June 24
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Lawsuit claims woman advisor was denied revenue opportunities and administrative support amid an alleged climate of harassment and discrimination.April 30
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“It is shocking — never seen anything like it in my 40 years as a lawyer,” the wealth manager's attorney said.March 6
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Finally, I was able to talk openly about how financial services can be more inclusive of women and people of color. But did I have to leave to do so?March 4
FounderSolutions With Sonya
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“Mandatory arbitration could be masking toxic cultures that are tolerating sexual harassment,” says a shareholder activist whose firm prompted Wells’ moveFebruary 21
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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
