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The firm terminated the longtime financial advisor. But experts say that isn't always a best practice, and many female professionals continue to report abuses.
August 22 -
With so much uncertainty about what the future of work looks like, it is immensely valuable to be grounded in a set of shared beliefs.
May 6Wealthspire -
In conversation with Patti Cook, CEO of Finance of America Companies
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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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Louis Barajas and David Russell discussed their views on how wealth managers can work with and hire more Black and Hispanic advisors and clients.
March 9 -
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In this fireside chat, Ida Liu, the global head of Citi Private Bank, covers a range of topics, including how digital client engagement is evolving.
January 20 -
What else do banks need to do to achieve gender parity more quickly? What are the tech innovations that will be most impactful for the banking industry? What will the surviving banks look like a decade from now?
January 18 -
Experts discuss the proliferation of chief diversity officers across the industry and what it may mean for future progress in diversity.
December 21 -
Take an inside look at leading issues in financial and social inclusion with an industry expert.
December 15