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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
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While several tech giants have done away with the clause in the past few years, the process remains widespread on Wall Street, which pioneered it decades ago.February 12
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In the latest episode of Financial Planning’s new podcast series, advisor Rachel Robasciotti discusses her activism around mandatory arbitration and relates the remarkable story behind her RIA.January 30
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Diversity statements and conferences are well and good but don’t go far enough. Here’s what will.January 27
FounderSolutions With Sonya
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With its appointment of Martine Lellis, one of the largest and most-acquisitive RIAs ups its leadership ranks to almost 40% women.January 21
