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The firm could be roasted on the coals of its own publicly shared goals for increased hiring and support for diverse advisors, as well as its internal data that allegedly tracks related metrics.
April 13 -
Join Maggie Kimberl, President of the Bourbon Women Association for a peek behind the scenes of the bourbon industry. Learn more about the women that are rising in the male-dominated spirits sector, the proper bourbon tasting technique and a little bit of the history of bourbon.
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Two representatives in a New Jersey office made lewd comments and created a hostile work environment, the former employee says.
June 11 -
This likely means an ex-diversity chief from the firm will no longer be able to testify in a class action lawsuit with similar allegations, according to a legal expert.
June 3 -
Amanda Daugherty accused the wealth manager of gender-based discrimination and unlawful termination.
April 8 -
The update is a step forward to being more inclusive of individuals who don’t identify as male or female.
April 5 -
Impact investment manager Rachel Robasciotti and other advocates say the private proceedings are harmful to victims and helpful to firms protecting serial harassers.
March 29 -
A Pakistani Muslim women who started her career as a financial advisor in the U.S. after 9/11, Ayesha Yasin faced and overcame multiple stereotypes.
March 8RBC Wealth Management - US -
The systems are expected to be updated by the end of April, following calls from financial advisors on social media to make a change.
January 29 -
An employee who left in 2018 said she experienced a barrage of racial and sexual antagonism while at the firm, such that “it is not possible to list all of the comments and conduct in one document."
December 10 -
Homogeneous industries and male executives are the primary target clients of the new consultancy, Kathleen Zemaitis says.
December 9 -
Two women employees at the firm’s Newport Beach, California office say they were demoted after reporting instances of bias and harassment.
November 19 -
Here’s how RIAs are falling short in their support for pregnant and new mothers and what they can do to change it, according to advisor Rianka Dorsainvil.
October 21
2050 Wealth Partners -
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 -
The robo advisor hopes transparency on employee demographics will encourage change.
August 19 -
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
Harris & Harris Wealth Management Group -
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 -
Asset manager Blueprint Capital Advisors claims they stole confidential business information and discriminated against the Black-owned firm.
June 24 -
Lawsuit claims woman advisor was denied revenue opportunities and administrative support amid an alleged climate of harassment and discrimination.
April 30 -
“It is shocking — never seen anything like it in my 40 years as a lawyer,” the wealth manager's attorney said.
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