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The company has been experimenting with ways to recruit more women and minorities, including a program to hire professionals who had left banking.
September 24 -
The majority of planners intend to work remotely at least one day per week through 2021.
September 23 -
In a still male-dominated industry, does the network help attract and keep more women at the firm? CEO Shirl Penney says yes and has the results to prove it.
May 11 -
It has taken me eight years of conscious work to be able to discuss this topic so frankly.
March 31Solutions With Sonya -
Wall Street’s nonstop aggressiveness is clashing with the demands of a deadly pandemic.
March 19 -
This three-tiered model may help.
March 4Cruz Consulting Group -
Fostering a culture that attracts and advances women in the STEM fields is one more way that E-Trade has been a pioneer in the industry.
February 24 -
It’s been a long tail for the firm that began with the 2016 revelation that employees had opened millions of fake accounts to meet sales goals.
January 27 -
“The bank had better tools and systems to detect employees who did not meet unreasonable sales goals than it did to catch employees” engaging in misconduct, the regulator said.
January 24 -
It's important to teach younger advisors every aspect of your practice. Start with "I don't know."
August 30Life Planning Partners