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The bank is said to have been aware of the accusations for years.
April 4 -
It’s tough enough to grapple with sexual harassment in the workplace. It’s more complex when clients are involved.
March 28 -
Steven A. Cohen’s firm says a female executive is required by her employment contract to confidentially arbitrate her dispute with the asset manager.
March 22 -
An unprecedented, industrywide survey of sexual harassment in the professional workplace reveals industries with the highest prevalence of unwanted sexual behavior, the differences between large and small companies, and blind spots that may be preventing corrections. Fortunately, the data also lights a path forward.
March 12 -
From inappropriate touching to belittling comments, women advisors confront workplace environments that are far from welcoming.
March 12 -
Many workers in the technology departments across a range of industries describe behavior that may fall short of a legal definition of sexual harassment, but is still disturbing and could contribute to low employee morale and high turnover.
March 12 -
“For progress, we need to make people just the right amount of uncomfortable," says Erika Karp of Cornerstone Capital Group.
March 8 -
The Senator wants to know what the SEC is doing to prevent harassment at banks.
March 5 -
Of the 46 advisors newly appointed as managing directors at the firm, only three were women.
February 27 -
The San Francisco-based firm is the third major U.S. bank in recent weeks to change its policies on pay transparency.
February 2 -
Parker’s candid responses to Financial Planning’s rapid-fire queries on new digital tools, sexual harassment, Social Security planning, deal-making, how (not) to talk to clients about the stock market run-up and more.
January 29 -
The firm sought to clarify circumstances surrounding the departure last month of former Congressman Harold Ford Jr.
January 22 -
It’s an uncomfortable topic, especially after a bruising round of accusations in the 1990s.
January 19
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Here's how independent advisors can build a culture of zero tolerance for gender discrimination.
January 11
Mercer Advisors -
Planners have picked up some bad habits over the years. Here’s what do to about it.
January 2Momentum Advisors -
Regular meetings can yield honest client feedback and advice on nearly everything about your firm. But it’s not as easy as just asking a few people to join you for coffee.
December 13 -
Financial advisory practices need to take responsibility for setting a positive culture and stopping abuse.
December 12
Life Planning Partners -
He is the latest in a string of high-profile men to lose their jobs after accusations of mistreating women.
December 7 -
After a social media quote provoked criticism, the special advisor on gender diversity replies.
June 19
CFP Board -
Hiring former professionals could help firms improve diversity in a field that’s still 84% male.
May 30














