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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
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 -
His remarks were “unacceptable,” Managing Partner Chip Roame says in an open letter to the industry.
October 10 -
While there are now 1,100 advisors who are women at the firm, they make up less than 16% of the headcount.
September 13 -
The $5 million payment will be shared among other fathers employed by the firm who also missed out on a 16-week parental leave benefit.
May 31 -
It’s vital that planners recognize how women’s planning needs are different from men’s — while being careful not to lump them into a singular group.
April 30 -
An ex-boss allegedly remarked that he favored younger advisors, saying: "They have what others in the office don't have – youth," according to a new lawsuit.
March 7 -
Chau Pham alleges that her breaks to pump breast milk became a topic of conversation among male co-workers,
January 17 -
The industry risks becoming more of a boy’s club, rather than less of one.
December 4 -
Tania Mirchandani alleges that she lost her job because she took Goldman’s entire four-month paid family leave.
November 19 -
Some pointers from colleagues and mentors inspired female planners in unexpected ways.
October 30 -
Still, the bank’s revenue-producing operations are split into four divisions, which are all run by men.
October 17















