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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.
March 6 -
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
Solutions With Sonya -
“Mandatory arbitration could be masking toxic cultures that are tolerating sexual harassment,” says a shareholder activist whose firm prompted Wells’ move
February 21 -
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 -
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 -
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 -
Diversity statements and conferences are well and good but don’t go far enough. Here’s what will.
January 27
Solutions With Sonya -
With its appointment of Martine Lellis, one of the largest and most-acquisitive RIAs ups its leadership ranks to almost 40% women.
January 21 -
Current employment contracts benefit companies and silence women, according to an In|Vest West panel of advisors and industry professionals.
December 9 -
Christine Carona's former boss allegedly made derogatory comments about her personal life in front of UBS employees, according to the arbitration ruling.
October 29 -
Among many who regularly attend industry gatherings, the surprise in Fisher’s remarks was that he spoke them into a microphone.
October 11














